Brokerage Client Service Associate - Danville, VA

Job Overview This is an in office position located at 554 Craghead Street, Danville, Virginia. 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. ESSENTIAL DUTIES AND RESPONSIBILITIES Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. Receive and place orders as directed from Financial Advisor and assigned clients; reply to queries regarding general market information such as quotes and news, and trading and order features such as GTC expiration dates and settlement. Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights. 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 maintain client records. Manage the financial advisor's calendar to maximize appointments' productivity by minimizing travel time and anticipating the time frame required for presentations and answering questions. 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. Ensure new business paperwork is accurately submitted, including preparing forms for client, obtaining appropriate signatures, and following up on new account documentation. Mitigate risk through appropriate authentication standards, including authentication callbacks for high risk transactions such as third party distributions, profile changes and wires. Maintain a professional environment and create a positive impression. Submit and process certain operational requests such as funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks. Work in coordination with the Financial Advisor to ensure reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met. May assist with physical branch location needs, such as opening, closing, and general maintenance or service requests. Required Qualifications 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. FINRA SIE, FINRA Series 7 and Series 66 licenses. (Candidates may be considered if they will pursue these licenses within 365 days of employment.) Exceptional telephone skills and ability to interact with clients of all experience levels regarding securities transactions and brokerage accounts. Effective time management skills. Ability to communicate effectively and professionally with clients, managers and teammates. Ability to evaluate, assimilate and utilize detailed and complex technical information. Ability to work in a self-directed fashion. Proficiency in basic computer applications, such as Microsoft Office software. Preferred Qualifications Three years of experience in the securities industry. Previous sales and/or banking experience. Bachelor's degree in business, accounting, finance, banking or equivalent education and related training. Experience in a call center or brokerage office environment, preferably focusing on outbound sales calls. Benefits All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death, tax‑preferred savings accounts, and a 401(k) plan. Eligible teammates receive a prorated 10 days of vacation and 10 sick days in their first year of employment, plus paid holidays. Additional benefits such as a defined benefit pension plan, restricted stock units, and deferred compensation may be available depending on the position and division. Equal Opportunity Employment 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 other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E‑Verify. IER Right to Work. #J-18808-Ljbffr