Brokerage Client Support Specialist
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Finance & Banking
Job Description & How to Apply Below
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.
This is a genuine opportunity to take on the Brokerage Client Support Specialist role at Truist Financial Corporation.
We invite applications for the Brokerage Client Support Specialist position located in Raleigh, NC, United States.
The following role is for a Brokerage Client Support Specialist with Truist Financial Corporation.
Our group is growing, and we are hiring a Brokerage Client Support Specialist in Raleigh, NC, United States.
This role is for the Brokerage Client Support Specialist role at Truist Financial Corporation.
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