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Registered Client Advisory Center (CAC) Client Service Investment Associate -
Location:
Orlando, FL
Description:
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This position is office based. The location options are:7455 Chancellor Drive, Orlando, FL5130 Parkway Plaza Blvd, Charlotte, NC303 Peachtree Street, Atlanta, GA Associate is tasked with providing sales and operational support to Omni Channel, including Investment Care Center and Client Advisory Center. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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. Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.2. Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.3. Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.4. Ensure new business paperwork is accurately and successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.5. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions and other workflow item requests.QUALIFICATIONSRequired 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. Bachelor's degree or equivalent experience and related training.2. Three or more years of Financial Services Experience3. Knowledge of securities markets and brokerage accounts.4. Knowledge of the features and attributes of annuity products.5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates will be considered if they currently have either the Series 7 or Series 66 and can obtain the additional license during employment.6. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.7. Effective time management skills.8. Ability to communicate effectively and professionally with clients, managers and other teammates.9. Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.10. Ability to work in a self-directed fashion.11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.Preferred Qualifications:1. Two or more years of experience in the securities industry.2. Previous sales and/or banking experience.3. Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.4. Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls. 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. For more details on Truist's generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9bc95541-6693-4a1d-9b16-18b2971965b7
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More About this Listing: Registered Client Advisory Center (CAC) Client Service Investment Associate -
Registered Client Advisory Center (CAC) Client Service Investment Associate - is a Other Jobs Registered Client Advisory Job at Truist located in Orlando FL. Find other listings like Registered Client Advisory Center (CAC) Client Service Investment Associate - by searching Oodle for Other Jobs Registered Client Advisory Jobs.
Registered Client Advisory Center (CAC) Client Service Investment Associate - is a Other Jobs Registered Client Advisory Job at Truist located in Orlando FL. Find other listings like Registered Client Advisory Center (CAC) Client Service Investment Associate - by searching Oodle for Other Jobs Registered Client Advisory Jobs.