Brokerage Client Services Specialist
Truist
Truist is seeking an in-office Financial Services Assistant to support Financial Advisors with client servicing, administrative tasks, and sales activities. The role includes preparing financial plans, processing trades, and maintaining client records for efficient service when advisors are unavailable. Qualifications include a degree or equivalent, securities industry exposure, and FINRA licenses; strong communication and organizational skills are essential for success in a fast-paced #J-18808-Ljbffr Truist
Vacancy posted 3 days ago
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