Brokerage Client Services Associate - Advisor Support
Listed on 2026-11-04
-
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management
Truist is seeking an in-office Support Specialist to assist Financial Advisors in servicing clients, handling orders, and coordinating schedules. The role involves data entry, client communications and processing new account paperwork.
Applicants should have securities industry experience, strong telephone and time-management skills, and the ability to work independently. A Bachelor's degree and FINRA licenses are preferred;
Salesforce experience is a plus.
The Brokerage Client Services Associate
- Advisor Support position in the Sales field is open for applications.
Are you ready to take on the Brokerage Client Services Associate
- Advisor Support role at Truist?
We would love to welcome a new Brokerage Client Services Associate
- Advisor Support to our group in High Point, NC, United States.
For the Brokerage Client Services Associate
- Advisor Support position at Truist, we are reviewing applications now.
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