Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?
Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing Accessibility or by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not 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:
Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients via phone. Teammates are responsible for answering client inquiries with a professional attitude and manner while adhering to measurable departmental goals.
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, referring more complex issues to management for guidance and/or resolution.
2. Proficient understanding of product knowledge and continuously developing client service skills.
3. Research account and transaction records to resolve discrepancies, answer questions or provide documentation on client activities.
4. Conduct outbound client calls as a follow up and resolution to inquiries.
5. Assist clients with completing investment forms, transferring funds, and completing distributions.
6. Answer inquiries related to tax documents, trade confirmations, and monthly investment statements.
7. Act as priority contact number for assisting clients with questions regarding the Digital Investment platform (currently WealthScape - future Scivantage).
8. Refer investment opportunities to internal Client Advisory Center when aligns with clients financial needs.
9. Maintain knowledge of industry regulations related to products and continuing education requirements required by FINRA.
10. Serve as an advocate of the client while balancing risk.
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. Preferred active FINRA Series 7 & Series 63 or 66 and maintain continuing education coursework to keep licenses in good standing.
2. Proficiency in written and verbal communications
3. Proficient using basic computer applications, such as Microsoft Office software products
4. Two or more years of call center experience or high volume, fast paced work environment
5. Experience with brokerage and digital applications such as WealthScape, Advisor Desktop, Cashiering, SNAP, and Channelink
6. High school diploma or equivalent certification
Preferred Qualifications:
1. Bachelor's degree in relevant banking/business field
2. Two or more years of Investment Industry knowledge and/or experience
3. Additional FINRA and Insurance Licenses
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.