Brokerage Registered Client Service Associate - Winter Park, FL
Florida Staffing
Job Opportunity: Financial Advisor Support
Regular position available in Winter Park, FL. This in-office role involves servicing and supporting Financial Advisors through administrative and operational support, business development assistance, and client servicing. Essential duties include client servicing, order processing, corporate action management, appointment scheduling, sales opportunities, operational guidance, new business paperwork, and risk mitigation. Required qualifications include a bachelor's degree or equivalent experience, securities industry knowledge, FINRA licenses, and strong telephone skills. Preferred qualifications include three years of securities industry experience, sales or banking experience, and proficiency in a call center or brokerage office environment.
Eligible employees of Truist Financial Corporation receive a comprehensive benefits package, including medical, dental, vision, life insurance, disability, tax-preferred savings accounts, and a 401k plan. Teammates also receive vacation, sick days, and paid holidays. Truist is an Equal Opportunity Employer that does not discriminate 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.