Investment Client Care Representative
Truist
full-time
Posted on:
Location Type: Office
Location: Charlotte • Florida, North Carolina • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
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
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