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Non-Registered Client Service Associate

Company: Branch, Banking & Trust Company
Location: Lynchburg
Posted on: January 12, 2020

Job Description:

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:

Assist Financial Advisor(s) in an administrative capacity by handling all office-related duties and responsibilities.

Essential Duties and Responsibilities:
The 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.Properly record transactions and inquiries and see that client files and confirmations are complete, current, and maintained in a manner that conforms to regulatory and firm policies.
2.Handle all written correspondence to or from clients as directed by Financial Advisor(s).
3.Prepare all seminar packets for the sales staff.
4.Enlarge upon sales opportunities from referrals by developing relationships with BB&T employees.
5.Provide Branch Complex Manager and/or Financial Advisor(s) with timely activity reports, referrals generated, and sales results for accurate record keeping.
6.Continually recognize an employee's responsibility to represent the total firm in all client and outside relationships, and view every public contact as an opportunity to sell the total firm and all its services through appropriate referrals.

Required Skills and Competencies:
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.High School diploma or equivalent education and related training
2.Excellent interpersonal and communication skills
3.Demonstrated attention to detail and strong organizational skills
4.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
5.Ability to travel, occasionally overnight

Desired Skills:
1.Associate's or Bachelor's degree
2.Experience in a support role
3.Financial Industry Regulatory Authority (FINRA) Series 7, 63 and insurance license(s)

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

Keywords: Branch, Banking & Trust Company, Lynchburg , Non-Registered Client Service Associate, Other , Lynchburg, Virginia

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