Brokerage Client Services Specialist
Truist Financial
Truist Financial in Gastonia, NC is seeking a regular, in-office assistant to support Financial Advisors. You will provide administrative and operational support, assist with business development, and ensure consistent client servicing when advisors are unavailable. The role involves preparing financial plans, processing trades, managing calendars, scheduling client meetings, and handling routine documentation while complying with risk and authentication standards. #J-18808-Ljbffr Truist Financial
Vacancy posted 3 days ago
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