Brokerage Client Services Specialist Financial Advisors
Listed on 2026-10-06
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Finance & Banking
Financial Sales, Financial Advisor / Consultant, Banking & Finance, Financial Services
Truist is seeking an in-office Financial Services Support Associate in Tampa, FL, to back Financial Advisors with client servicing, plan preparation, and trade support. The role emphasizes accurate paperwork, scheduling, and proactive client communication.
This position requires FINRA SIE, Series 7 and 66, along with Securities industry experience. Indeed, familiarity with Salesforce and MS Office is beneficial. The job includes benefits and opportunities for career development within Truist.
We are seeking a motivated Brokerage Client Services Specialist for Financial Advisors to join Truist in Tampa, FL, United States.
The Brokerage Client Services Specialist for Financial Advisors role at Truist is now open for applications in Tampa, FL, United States.
Join us at Truist as our next Brokerage Client Services Specialist for Financial Advisors in Tampa, FL, United States.
We are currently recruiting a Brokerage Client Services Specialist for Financial Advisors for our team in Tampa, FL, United States.
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