Client Service Investment Associate

Req ID: R0050028The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email toAccessibilityor call 877-891-2510 (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description: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. 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.

Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.

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.

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.

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. Bachelor's degree or equivalent experience and related training.

Three or more years of Financial Services Experience

Knowledge of securities markets and brokerage accounts.

Knowledge of the features and attributes of annuity products.

FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses.

Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

Effective time management skills.

Ability to communicate effectively and professionally with clients, managers and other teammates.

Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.

Ability to work in a self-directed fashion.

Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications: Two or more years of experience in the securities industry.

Previous sales and/or banking experience.

Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.

Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.

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© 2017 SunTrust Banks, Inc. All rights reserved.SunTrust is federally registered service marks of SunTrust Banks, Inc.