- Truist (Nashville, TN)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Wells Fargo (Brentwood, TN)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... Client Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more