SunTrust Banks Senior Account Service Investment Associate and Transition Specialist, SunTrust Investment Services (Orlando, FL or Tampa, FL) in Hillsborough County, Florida
Req ID: W464027
Job Description This position will support two line of business functions. 1) Central Investment Associate which processes work item requests on behalf of Advisors in the field. 2) Advisor Onboarding and Transition Specialist who assist both locally in market and remotely the onboarding of new Advisors and transition of their clients to SunTrust Investment Services, Inc.(STIS). Teammate will work closely with Advisor(s) to meet the needs and objectives of the client(s). Assists customers with account opening, requests for information, research, account problems etc. – all types of customer service. Assist with all brokerage operational requests. Utilizes tools and resources to help Advisor(s) with the operational support of their business. Teammate will be expected to periodically travel and spend time in market to help support newly hired Private Financial Advisors and transitioning their clients to STIS. Works with less direction and handles more complex duties. Complies with all compliance & risk management policies and procedures associated with the role. Reports to the STIS Central Investment Associate Manager. This position will support advisors and directly service clients as needed. This position has no direct reports and reports to the STIS Central Investment Associate Manager. Qualifications Basic Requirements:
- Fully proficient in all brokerage desktop tools & procedures.
- Series 7, 63 and 65 (or 66) licenses plus Life and Health Insurance license.
- Minimum 4 years of experience in the securities industry.
Strong customer service and communication skills. Preferred Requirements:
3 years of direct experience.
- Sales related experience.
Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.
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