Client Advisory Center Analyst 1, Truist Investment Services, Charlotte, NC

Customer Service Associate

Under the direction of a licensed Financial Advisor and CAC Manager, handle inbound calls from customers with supervision of leadership while looking for sales opportunities to forward to Financial Advisors. Assist with outbound calling, appointment setting, lead development and screening, client and partner outreach assisting CAC FAs core job functions. Leverage technology to interact with clients, partners and CAC FAs for reporting support, planning set up, communication, screening, needs identification and general support. Handle escalated service needs partnering with CSAs, along with other various administrative aspects of the business. Assist CAC Managers with various support functions and assist CAC FA Pod Leaders with partner call planning, execution, meetings support, presentation approval, reporting and overall support.

Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Provide administrative and analytical support to CAC Managers that coach and lead the CAC FAs in a virtual environment.
• Provide administrative and analytical support to CAC FAs that provide investment advice in a virtual environment.
• Under the direction of a licensed Financial Advisor, interact with clients and partners to analyze needs and provide opportunities to add value via FA introductions or immediate service support assistance.
• Answer customer questions within set standards.

Qualifications : Required Qualifications : The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Preferred Qualifications :

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.