Brokerage Client Services Specialist
Listed on 2026-10-06
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Finance & Banking
Banking & Finance, Financial Services
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.
This role, Brokerage Client Services Specialist at Truist, could be your next opportunity.
Are you ready to take on the Brokerage Client Services Specialist role at Truist?
We would love to welcome a new Brokerage Client Services Specialist to our group in Bethesda, MD, United States.
For the Brokerage Client Services Specialist position at Truist, we are reviewing applications now.
Step into the Brokerage Client Services Specialist role at Truist in Bethesda, MD, United States and grow with us.
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