Truist — клиенттерге филиалдық банкинг, коммерциялық банкинг, корпоративтік және институционалдық банкинг, ипотекалық несие беру және тұтынушылық несие беру қызметтері арқылы қызмет көрсететін қаржылық қызметтер компаниясы. Оның жұмысы жеке тұлғалардың, бизнестің және ұйымдардың қажеттіліктерін қамтиды, сондай-ақ компания қамқорлыққа, әртүрлілікке, инклюзияға және қоғамға әсер етуге басымдық беретінін атап көрсетеді. Truist банк және қаржы операцияларының түрлі бағыттарында мансап мүмкіндіктерін ұсынады және қызметкерлердің дамуын, жұмыс орнындағы теңдікті әрі әл-ауқатты қолдайтын ресурстарды дәріптейді.
Brokerage Registered Client Service Associate
Support Truist Financial Advisors with brokerage client service, trades, account operations, and sales support. This full-time, in-office position serves clients at Atlanta-area branches.
Сипаттама
- Support Financial Advisors with client service, financial planning, investment research, trades, and transactions.
- Handle directed orders and answer questions about market activity, trading, and orders.
- Process corporate actions such as tender offers, optional dividends, warrants, and rights exercises.
- Schedule and confirm client appointments, update Salesforce, prepare meeting agendas and summaries, coordinate marketing events, and handle administrative work.
- Manage Financial Advisors’ calendars to help make appointment schedules productive.
- Reach out to prospective investment clients using internal and bank leads to pursue sales opportunities.
- Guide clients and colleagues through systems and document fulfillment processes.
- Prepare new account paperwork, obtain client signatures, submit documents, and follow up.
- Reduce transaction risk by authenticating clients and making callbacks for high-risk activity.
- Maintain a professional setting and a positive experience for clients.
- Submit and process requests for distributions, check deposits, journals, client and account updates, and ACAT transfers.
- Work with Financial Advisors to review and resolve reports on insufficient funds and unmet required minimum distributions (RMDs).
- Support branch operations, including opening and closing, maintenance, and service requests.
Талаптар
- Bachelor’s degree or equivalent experience and relevant training.
- Experience in the securities industry and/or as a sales assistant.
- Knowledge of securities markets and brokerage accounts.
- Knowledge of annuity product features and attributes.
- FINRA SIE, Series 7, and Series 66 licenses; candidates with partial registration may earn additional licenses while employed.
- Strong telephone skills and sound judgment when discussing securities transactions and brokerage accounts with clients.
- Effective time management.
- Professional, effective communication with clients, managers, and teammates.
- Ability to assess, understand, and apply detailed and complex technical information in writing and conversation.
- Ability to work independently and direct one’s own work.
- Proficiency with basic computer applications, including Microsoft Office.
- Preferred: Three years of securities industry experience.
- Preferred: Prior sales and/or banking experience.
- Preferred: Bachelor’s degree in business, accounting, finance, or banking, or equivalent education and related training.
- Preferred: Experience in a call center or brokerage office, preferably making outbound sales calls.
Артықшылықтар
- Medical insurance.
- Dental insurance.
- Vision insurance.
- Life insurance.
- Disability insurance.
- Accidental death and dismemberment coverage.
- Tax-advantaged savings accounts.
- 401(k) plan.
- At least 10 vacation days during the first year, prorated as applicable.
- 10 sick days, prorated as applicable.
- Paid holidays.
- Defined benefit pension plan, depending on position and division.
- Restricted stock units, depending on position and division.
- Deferred compensation plan, depending on position and division.