Truist
Brentwood or Nashville
Brokerage Client Service Associate
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Apply to Brokerage Client Service Associate at TruistJob details
- Location
- Brentwood or Nashville
- Work type
- Onsite
- Posted
- 1 week ago
- Apply on
- truist.wd1.myworkdayjobs.com
About this role
Bachelor's degree or equivalent; experience in securities or sales assistant roles; knowledge of securities markets and annuities; FINRA SIE, Series 7 and Series 66 required; strong telephone, time management and computer skills (Microsoft Office, SalesForce).
What you'll do at Truist:
- assisting advisors
- processing trades
- managing appointments
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