Brokerage Client Services Specialist
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Finance & Banking
Job Description & How to Apply Below
Truist is seeking an in-office Financial Services Assistant to support Financial Advisors with client servicing, administrative tasks, and sales activities. The role includes preparing financial plans, processing trades, and maintaining client records for efficient service when advisors are unavailable.
Qualifications include a degree or equivalent, securities industry exposure, and FINRA licenses; strong communication and organizational skills are essential for success in a fast-paced
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Consider building your career as a Brokerage Client Services Specialist at Truist.
The Brokerage Client Services Specialist position in the Finance, Sales field is open for applications.
We have an opening for a Brokerage Client Services Specialist in GA, United States within Finance, Sales.
This role, Brokerage Client Services Specialist at Truist, could be your next opportunity.
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