Digital Investing Product Support

Local Jobs Truist Financial in Customer Support & Success
  • United States, Atlanta, GA 30309 View on Map
  • Post Date : September 16, 2020
  • Apply Before : October 16, 2020
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Job Description

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?


Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing
Accessibility or by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.


Regular or Temporary:

Regular


Language Fluency:
English (Required)


Work Shift:

1st shift (United States of America)


Please review the following job description:

Truist is relentlessly pursuing innovation to provide distinctive, secure and successful client experiences through touch and technology. As a part of this mission, Truist Wealth is launching a new digital investing product called BrightFolio. The Digital Investing Product Support job function is key to the success of our business by providing exceptional client service and acting as the internal voice of the customer to offer insights into all areas of the business to help build a better product. As a Digital Investing Product Support teammate, you will be a part of a new business that is at the intersection of digital client experiences, industry-leading technology and wealth management.


open to additional work locations


Series 7 & 66 or 65 licenses required

Truist is relentlessly pursuing innovation to provide distinctive, secure and successful client experiences through touch and technology. As a part of this mission, Truist Wealth is launching a new digital investing product called BrightFolio. The Digital Investing Product Support job function is key to the success of our business by providing exceptional client service and acting as the internal voice of the customer to offer insights into all areas of the business to help build a better product. As a Digital Investing Product Support teammate, you will be a part of a new business that is at the intersection of digital client experiences, industry-leading technology and wealth management.


open to additional work locations


Series 7 & 66 or 65 licenses required

  • Deliver exceptional customer service and client experience through phone and email channels
  • Assist clients through the digital experience as requested and quickly troubleshoot technical issues
  • Ability to discuss basic investment principles and effectively explain the benefits of the product
  • Manage account applications and perform manual account onboarding processes as needed
  • Track and document client interactions to share with product and business team
  • Perform outbound calling and emailing plans to list of prospects/leads
  • Offer feedback and insights to product team to help build a better product
  • Train future peers and other teammates as the business grows


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:

  • Exceptional written and verbal communication skills; desire to work in client service role
  • Highly organized and proactive to manage multiple tasks simultaneously
  • Tech savvy, specifically with the ability to navigate multiple systems to respond to customer inquiries
  • Problem solving abilities to quickly address or route issues to the appropriate party
  • College degree or equivalent education
  • Experience in financial services

  • Series 7 & 66 or 65 licensed


Preferred Qualifications:

  • Digital investing industry knowledge
  • Brokerage operations and regulatory knowledge
  • Knowledge of organization, systems and processes


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.

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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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