Brokerage Client Care Specialist
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-09-04
Listing for:
Truist
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Truist in Orlando, FL is seeking a Brokerage Service Representative to join the Investment Client Care team. You will provide service support via phone to self-directed brokerage clients and Financial Advisor accounts, handling inquiries and coordinating with management for resolution.
The role requires FINRA licenses (7 and 63/66) or the ability to obtain them during employment, strong communications, and experience with brokerage software such as Wealth Scape.
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