Investment Client Care Representative
Truist
full-time
Posted on:
Location Type: Office
Location: Charlotte • Florida • North Carolina • United States
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About the role
- Provide service support via phone to self-directed brokerage clients
- Research account and transaction records to resolve discrepancies
- Conduct outbound client calls as a follow up to inquiries
- Assist clients with completing investment forms and transferring funds
- Answer inquiries related to tax documents and trade confirmations
- Act as priority contact number for questions regarding the Digital Investment platform
- Refer investment opportunities to internal Client Advisory Center
- Maintain knowledge of industry regulations related to products
Requirements
- Hold FINRA Series 7 & Series 63 or 66
- Proficiency in written and verbal communications
- Proficient using basic computer applications, such as Microsoft Office
- Two or more years of call center experience or high volume, fast paced work environment
- Experience with brokerage and digital applications such as WealthScape, Advisor Desktop, Cashiering, SNAP, and Channelink
- High school diploma or equivalent certification
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- Paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
FINRA Series 7FINRA Series 63FINRA Series 66Microsoft Officebrokerage applicationsdigital applicationsWealthScapeAdvisor DesktopCashieringSNAP
Soft Skills
written communicationverbal communicationclient supportproblem-solvingcustomer serviceattention to detailtime managementoutbound callinginquiry resolutioninterpersonal skills
Certifications
high school diplomaequivalent certification