Brokerage Client Support Specialist
Truist
Truist in Raleigh, NC is seeking a detail-oriented Financial Services Assistant to support Financial Advisors with client servicing, research, trades, and administrative tasks. This in-office role focuses on accuracy and timely responses to client inquiries. You will schedule meetings, manage calendars, enter data in Salesforce, prepare financial plan materials, and assist with new account paperwork while maintaining compliance and high professional standards. #J-18808-Ljbffr Truist
Vacancy posted 4 days ago
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