Brokerage Client Success Specialist
Listed on 2026-10-07
-
Finance & Banking
Business Administration
Truist in Columbia, MD is seeking a Financial Administrative Assistant to support Financial Advisors with client servicing, planning, and administrative tasks. You will prepare financial plans, conduct investment research, and process trades while maintaining data in Salesforce and coordinating meetings.
The role emphasizes calendar management, sales support, and compliance, with base salary in a typical range and eligibility for incentive pay.
Are you ready to take on the Brokerage Client Success Specialist role at Truist?
The position is based in Columbia, MD, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 60.000 - 75.000.
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 Specialist role in the description above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).