Brokerage Service Representative

Truist Financial is seeking an experienced, customer-focused Brokerage Service Representative to join our team and provide superior service to our valued clientele. The ideal candidate for this role should be highly motivated and have excellent knowledge of the brokerage services industry. You should have a positive attitude, be a strong communicator, and possess excellent problem-solving skills. If you have a passion for helping others and are committed to providing outstanding customer service, we want to hear from you!

Responsibilities:

1. Provide excellent customer service to Truist Financial's clients, including responding to inquiries, addressing concerns, and resolving customer issues.
2. Maintain a thorough understanding of the brokerage services industry, including regulations, policies, and procedures.
3. Monitor client accounts and ensure accuracy of transactions.
4. Utilize problem solving skills to identify and resolve customer inquiries and complaints.
5. Execute financial transactions according to client instructions and internal guidelines.
6. Assist clients with account set up and maintenance.
7. Maintain accurate records and documentation.
8. Develop and maintain relationships with clients.
9. Utilize customer service software and technologies.
10. Provide assistance to other departments as needed.

According to JobzMall, the average salary range for a Brokerage Service Representative in Charlotte, NC, USA is $29,000 - $51,000 per year. The salary range is dependent on experience, education, and certifications.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.