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Brokerage Client Services Specialist

Job in Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: Truist
Full Time position
Listed on 2026-04-17
Job specializations:
  • Finance & Banking
    Financial Advisor, Banking & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial institution located in Greenwich, Connecticut, is seeking a Financial Advisor Support Specialist to provide administrative and operational support to Financial Advisors. Responsibilities include client servicing, preparation of financial plans, and managing the Financial Advisor's calendar. The ideal candidate has a Bachelor's degree, experience in the securities industry, and exceptional communication skills. This in-office role offers a competitive salary and comprehensive benefits package.
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