Brokerage Client Support Specialist
Listed on 2026-10-17
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Finance & Banking
Banking & Finance, Business Administration
Truist in Raleigh, NC is seeking a detail-oriented Financial Services Assistant to support Financial Advisors with client servicing, research, trades, and administrative tasks. This in-office role focuses on accuracy and timely responses to client inquiries.
You will schedule meetings, manage calendars, enter data in Salesforce, prepare financial plan materials, and assist with new account paperwork while maintaining compliance and high professional standards.
As a Brokerage Client Support Specialist, you will play an important part at Truist in Raleigh, NC, United States.
This posting is for the Brokerage Client Support Specialist role at Truist, based in Raleigh, NC, United States.
We are looking to fill the Brokerage Client Support Specialist position at Truist in Raleigh, NC, United States.
The Brokerage Client Support Specialist role at Truist is now open for applications in Raleigh, NC, United States.
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