Brokerage Client Support Specialist
Truist
RemoteFull timeMid level$45,000-$65,000Posted today
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About This Role
This in-office role focuses on accuracy and timely responses to client inquiries, supporting Financial Advisors with client servicing, research, trades, and administrative tasks. The position suits a detail-oriented Financial Services Assistant who will maintain compliance and high professional standards.
Responsibilities
- Schedule meetings
- Manage calendars
- Enter data in Salesforce
- Prepare financial plan materials
- Assist with new account paperwork
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