About this role
Brokerage Registered Client Service Associate at Truist. Location: Orlando, Florida, United States. Role: servicing clients, processing transactions, supporting advisors Requirements: Bachelor's degree or equivalent, experience in securities or sales assistant role, FINRA SIE and Series 7/66 licenses (or ability to obtain), strong telephone, time-management and communication skills, Microsoft Office and SalesForce proficiency. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, SalesForce Certifications: sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English