ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.
Specific activities may change from time to time.1. Provide service support via phone to self-directed brokerage clients as well as Financial Advisor assigned account holders with assistance from senior staff or management support.
2. Gain proficient understanding of product knowledge and continuously develop client service skills.
3. Research account and transaction records to resolve basic discrepancies, answer questions or provide documentation on client activities.
4. Assist clients with completing investment forms, transferring funds, and completing distributions.
5. Answer inquiries related to tax documents, trade confirmations, and monthly investment statements.
6. Act as priority contact number for assisting clients with questions regarding the Digital Investment platform (currently WealthScape - future Scivantage).
7. Refer investment opportunities to internal Client Advisory Center when aligns with clients' financial needs.
8. Serve as an advocate of the client while balancing risk.
9. Maintain knowledge of industry regulations related to products and continuing education requirements required by FINRA.QUALIFICATIONS
Required Qualifications :
The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Intermediate proficiency in written and verbal communications
2. Previous call center experience or high volume, fast paced work environment
3. Experience using basic computer applications, such as Microsoft Office software products
4. High school diploma or equivalent certification
5. Comfort and fluency with technology and digital applicationsPreferred Qualifications :
1. Bachelor's degree in relevant banking / business field
2. Investment Industry knowledge and / or experience3. FINRA Series 7 and Series 63 or 66 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
Investment Client Care Brokerage Services Representative
Refer investment opportunities to internal Client Advisory Center when aligns with clients' financial needs. Provide service support via phone to self-directed brokerage clients as well as Financial Advisor assigned account holders with assistance from senior staff or management support. Assist clie...
Work From Home - Client Services Representative
This position allows you to build your career around your life, rather than being forced to build your life around your career!. We're looking for enthusiastic, self-driven individuals to assist existing and prospective clients within our organization. In this position, you will work with multiple c...
Client Services Representative
Qualifications: Associates degree or some college preferred, but not required 2+ years of experience in client facing, customer service roles Strong student mentality and proven ability to teach and train others Comfortability in a fast paced, performance-based position Apply if you have experience ...
Customer Service Associate
The Customer Service Associate will assist our walk-in customers directly, coordinate closely with our outside sales force, drivers and warehouse personnel to meet our customers' needs in a timely and efficient manner. The Customer Service Associate will provide counter sales, phone assistance, and ...
Proxy Call Center Representative
Virtual Proxy Call Center Representative - Temporary. A Proxy Call Center Representative will work remotely, is an extremely professional individual, with excellent reading comprehension and verbal communication skills. To be successful in this role, a Proxy Call Center Representative must be able t...
Sales Representative - Entry Level
As an Sales Representative you will work in the following areas:. Successful Sales Representatives must have the following characteristics:. Learning the business aspect of running a sales and marketing firm. Sales, marketing, business development, and customer service. ...
Sales Representative
A Sales Career That Grows With You. We offer sales agents the opportunity to Make Tomorrow Better by protecting more lives and, in doing so, leaving a legacy. We offer sales agents the opportunity to Make Tomorrow Better by protecting more lives and, in doing so, leaving a legacy. ...
Residential Sales Representative - Solutions Advisor
ADT Is Continuing To Grow! Hiring Solutions Advisors Today.Do you want to do a job that could potentially save lives every day? Do you want to be on the forefront of a technology partnership that will help create the future of smart security and home automation? .Then today is a good day to become a...
Sr Relationship Manager II-Client Services Specialist-Global Market Operations
Client Service Priority Client Settlement will act as a liaison between Core Settlement Operations and our Fixed Income Prime Broker client base. This job is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and su...
Financial Customer Service Representative
As a Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. Customer Assistance: Handle incoming calls from customers regarding various card services and deposit-related queries, including but not limited ...