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Brokerage Client Services Specialist
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-07-19
Listing for:
Truist
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Financial Services, Banking & Finance
Job Description & How to Apply Below
Truist is seeking a Banking/Wealth Management support professional to assist Financial Advisors with client servicing, trade processing, and research. The role includes preparing financial plans, coordinating appointments, and ensuring accurate new account paperwork.
Strong communication and time-management skills are essential, with FINRA licenses and securities knowledge being highly valued. The position offers base salary with additional incentive pay.
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