Brokerage Client Service Associate - Financial Support
Listed on 2026-10-13
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Finance & Banking
Financial Services, Banking & Finance, Financial Sales
Truist Wealth in Wheeling, WV seeks a detailed-minded support professional to assist Financial Advisors with client servicing, planning, and trades in an in-office role. You will manage schedules, process orders, and help prepare client materials, ensuring accuracy and compliance.
The role requires strong communication, time management, and proficiency with Microsoft Office, along with FINRA licensing expectations to be obtained within 12 months.
For the Brokerage Client Service Associate
- Financial Support position at Truist, we are reviewing applications now.
Join Truist and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Brokerage Client Service Associate
- Financial Support role at Truist, based in Wheeling, WV, United States.
We are looking to fill the Brokerage Client Service Associate
- Financial Support position at Truist in Wheeling, WV, United States.
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