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Brokerage Client Services & Operations Associate
Job in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-08-03
Listing for:
Crump Life Insurance Svcs Inc
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Banking & Finance, Financial Services
Job Description & How to Apply Below
Truist Financial Corporation is seeking a detail-oriented office professional to support Financial Advisors in Nashville. The role involves preparing financial plans, processing trades, managing schedules, and ensuring accurate client documentation in a fast-paced in-office environment.
Required to have a Bachelor’s degree or equivalent experience, securities industry exposure, and FINRA licenses. Strong communication and organizational skills with a client-focused mindset are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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