Investment Client Care Service Rep

This is an on-site position. Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients via phone. Provide service support via phone to self-directed brokerage clients as well as Financial Advisor assigned account holders, referring more complex issues to management for guidance and/or resolution.

Proficient understanding of product knowledge and continuously developing client service skills.

Research account and transaction records to resolve discrepancies, answer questions or provide documentation on client activities.

Assist clients with completing investment forms, transferring funds, and completing distributions.

Answer inquiries related to tax documents, trade confirmations, and monthly investment statements.

Act as priority contact number for assisting clients with questions regarding the Digital Investment platform (currently WealthScape - future Scivantage).

Refer investment opportunities to internal Client Advisory Center when aligns with clients financial needs.

Serve as an advocate of the client while balancing risk.

Candidates will be considered if they have at least 1 of the required licenses and can obtain the additional licenses during employment)

Proficient using basic computer applications, such as Microsoft Office software products

Two or more years of call center experience or high volume, fast paced work environment

Experience with brokerage and digital applications such as WealthScape, Advisor Desktop, Cashiering, SNAP, and Channelink

High school diploma or equivalent certification

Bachelor's degree in relevant banking/business field

Two or more years of Investment Industry knowledge and/or experience

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.