Brokerage Client Success & Trade Coordinator
Listed on 2026-10-07
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Finance & Banking
Business Administration
Truist Wealth seeks a diligent assistant to support Financial Advisors in servicing clients, preparing plans, and handling trades. The role includes managing appointments, using Sales Force, and ensuring accurate paperwork for new accounts.
Your duties involve client communications, market inquiries, and operational tasks while pursuing FINRA licenses. This in-office position is based at 300 Summers Street, Charleston, WV.
Step into the Brokerage Client Success & Trade Coordinator role at Truist Wealth in Charleston, WV, United States and grow with us.
The advertised compensation is 50.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Brokerage Client Success & Trade Coordinator role in the description above.
We appreciate your interest in this position.
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