BB&T Suntrust Now Truist Brokerage Services Representative in Atlanta, Georgia
Req ID: R0023366
Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information.Need Help?
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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:
Licensed Representatives - provide operational support to brokerage clients answering questions about statements, confirmations, tax documents, research items or basic information to help assist unassigned relationships or help when assigned brokers are unavailable. Supports Investment Banking and Signature Advantage clients; is the point of contact for resolving customer issues in lieu of the client having an assigned Financial Advisor or if FA is unavailable. Serves as the only STIS contacts to establish Internet Banking, Wealthscape, access for brokerage clients. Receives maintenance documents for clients calling brokerage 1-800-# seeking updates to their accounts. Reviews documents for accuracy in order to prevent NIGO (Not in Good Order) rejections. Calls clients to resolve missing information on forms to improve quality control and expedite account changes and upgrades. Sends new account applications for beneficiary accounts and requests to open new accounts. Required: Hold Series 7 and 63 registrations; has maintained continuing education coursework to keep licenses and/or registrations in good standing; 66 optional. Ability to pass a criminal background and credit check. Ability to work within the operating hours and days (including holidays) for this position as required by the department. Ability to work the required days and hours as listed in the job requisition without absences, tardiness or vacation time in order to attend the full, mandatory training. Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace. Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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