Truist
Westlake, Texas
Brokerage Registered Client Service Associate - Westlake, Texas
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Apply to Brokerage Registered Client Service Associate - Westlake, Texas at TruistJob details
- Location
- Westlake, Texas
- Work type
- Onsite
- Posted
- 3 weeks ago
- Apply on
- truist.wd1.myworkdayjobs.com
About this role
Bachelor's degree or equivalent experience; securities industry or sales assistant experience; FINRA SIE, Series 7 and Series 66 licenses; knowledge of brokerage accounts and annuities; strong phone, communication and time-management skills; Microsoft Office and Salesforce proficiency.
What you'll do at Truist:
- servicing clients
- processing orders
- supporting advisors
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