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Job Title: Brokerage Managed Account Specialist
Company Name: Truist Financial
Location: Richmond, VA United States
Position Type: Full Time
Post Date: 06/15/2024
Expire Date: 07/15/2024
Job Categories: Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology
Job Description
Brokerage Managed Account Specialist

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This is an in-office position. The location is 1001 Semmes Avenue, Richmond, Virginia.

Responsible for transitioning brokerage accounts to managed accounts and performing maintenance of managed account attributes to include reviewing relevant documentation for appropriateness. Assist the financial advisors and other client facing staff with inquiries and processing-related activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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. Transition transactional brokerage accounts to managed and managed accounts to transactional brokerage accounts while maintaining a high degree of accuracy and excellent service levels

2. Resolve issues and apply critical thinking and problem-solving skills to meet the demands of the business

3. Research and resolve inquiries from financial advisors and other support staff

4. Aid with audit and compliance requests

5. Demonstrate initiative and commitment to continuous learning, and the ability to adapt to the changing demands of the business

6. Process and research return mail

QUALIFICATIONS

Required Qualifications:

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. Bachelor's degree or equivalent education, training and work-related experience

2. Ability to work in a fast paced environment

3. Attention to detail with emphasis on accuracy and quality

4. Organizational, verbal and written communication skills

5. Driven to achieve results, thrive in a fast paced environment and required to solve problems and make decisions based on sound judgement

Preferred Qualifications:

1. One (1) year brokerage industry experience.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the LawPay Transparency Nondiscrimination Provision E-Verify

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Contact Information
Contact Name:
Company Name: Truist Financial
Phone Number:
Contact Email:
Website:https://careers.truist.com/us/en/job/TBJTBFUSR0088382EXTERNALENUS/Brokerage-Managed-Account-Specialist?utm_source=hbcuconnect&utm_medium=phenom-feeds
Company Description:

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