Truist · 2 weeks ago
Investment Client Care Brokerage Services Representative
Atlanta, GA
Full-time
Onsite
Entry, Mid Level
2+ years expTruist Bank is a financial services company seeking an Investment Client Care Brokerage Services Representative. The role involves providing service support to brokerage clients via phone, addressing inquiries, and referring complex issues to management as needed.
BankingFinanceFinancial Services
Responsibilities
Provide service support via phone to self-directed brokerage clients as well as Financial Advisor assigned account holders, referring more complex issues to management for guidance and/or resolution
Qualification
Required
Hold FINRA Series 7 & Series 63 or 66 and maintain continuing education coursework to keep licenses in good standing. (Candidates will be considered if they have at least 1 of the required licenses and can obtain the additional licenses during employment)
Proficiency in written and verbal communications
Proficient using basic computer applications, such as Microsoft Office software products
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
Preferred
Bachelor's degree in relevant banking/business field
Two or more years of Investment Industry knowledge and/or experience
Additional FINRA and Insurance Licenses
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
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2026-01-15
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2026-01-03
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