Office Brokerage Client Services Specialist
Listed on 2026-10-07
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Finance & Banking
Banking & Finance
Truist is seeking an in-office Financial Services Support Specialist in Charleston, West Virginia. You will assist Financial Advisors with client servicing, planning, and executing trades, while maintaining accurate records and scheduling client meetings.
The role requires FINRA SIE, Series 7, and Series 66 licenses (or commitment to obtain within 365 days), strong phone skills, and solid knowledge of securities and annuities. Competitive base salary with benefits and growth opportunities.
We have an opening for a In-Office Brokerage Client Services Specialist Support in Charleston, WV, United States within Management & Operations, Sales.
This role, In-Office Brokerage Client Services Specialist Support at Truist, could be your next career step.
Are you ready to take on the In-Office Brokerage Client Services Specialist Support role at Truist?
We would love to welcome a new In-Office Brokerage Client Services Specialist Support to our team in Charleston, WV, United States.
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