About this role
Brokerage Registered Client Service Associate - Fort Worth, Texas at Truist. Location: Fort Worth, Texas, United States. Role: servicing clients, processing trades, supporting advisors Requirements: Bachelor's degree or equivalent experience; securities industry or sales assistant experience; FINRA SIE, Series 7 and Series 66 licenses; knowledge of securities markets and annuity products; strong telephone, communication, and Microsoft Office skills. Category: Finance and Accounting Seniority: Mid Level Tools: SalesForce, Microsoft Office Certifications: sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English