Truist
Brokerage Client Service Associate
Nashville, TN · Part-time
Sponsorship not specifiedDetected 21 hours ago
AccessibilitySalesforceSalesBusiness DevelopmentOutbound SalesAccountingResearchTime ManagementMicrosoft Office
> stay_score
odds of building a lasting career here
33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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About the role
- If you want to apply, click the Apply Now button at the top or bottom of this page.
- If you already have a profile with us, you can log in to check status.
- If you have a disability and need assistance with the application, you can request a reasonable accommodation.
Responsibilities
- Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
- Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
- Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
- Maintain a professional environment and create a positive impression.
- Responsible for the general servicing and support of the Financial Advisors.
- This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
Requirements
- Bachelor's degree or equivalent experience and related training.
- Experience in the securities industry and/or a sales assistant role.
- Knowledge of securities markets and brokerage accounts.
- Knowledge of the features and attributes of annuity products.
- Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
- Ability to communicate effectively and professionally with clients, managers and other teammates.
- Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
- Ability to work in a self-directed fashion.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- The requirements listed below are representative of the knowledge, skill and/or ability required.
- Required Qualifications:
- The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses.
- Effective time management skills.
Nice to have
- Three years of experience in the securities industry.
- Previous sales and/or banking experience.
- Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.
- Truist is a Drug Free Workplace.
- EEO is the Law E-Verify IER Right to Work
Compensation
- Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Benefits
- Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
- For more details on Truist's generous benefit plans, please visit our Benefits site.
- Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Visa & Work Authorization
- Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or o
This listing is sourced directly from Truist's careers page and normalized into a canonical job model.