Brokerage Registered Client Service Associate - Winter Park, FL
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Summary
About the Role
About You
- Bachelor's degree or equivalent experience and related training.
- Experience in the securities industry and/or a sales assistant role.
- Knowledge of securities markets and brokerage accounts.
- FINRA SIE, Series 7 and Series 66 licenses (at least one required).
- Exceptional telephone skills and ability to interact with clients.
- Effective time management skills.
- Ability to communicate effectively and professionally.
- Demonstrated proficiency in basic computer applications.
- Three years of experience in the securities industry.
- Previous sales and/or banking experience.
- Bachelor's degree in business, accounting, finance, or related field.
- Experience in a call center or brokerage office environment.
Benefits
- Medical, dental, and vision coverage.
- Life insurance and disability benefits.
- 401k plan with company match.
- At least 10 days of vacation and 10 sick days per year.
- Paid holidays and potential eligibility for a pension plan.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. As a leading U.S. commercial bank, Truist has leading market share in many of the high-growth markets across the country. Truist offers a wide range of products and services through our wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with total assets of $535 billion as of March 31, 2024. Truist Bank, Member FDIC. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.