Posted: Tuesday, May 2, 2017 10:38 PM
This is a Summer position lasting for four (4) weeks.
Supports one or more Private Financial Advisor (Advisors). Works closely with Advisor(s) to meet the needs and objectives of the client(s). Assists customers with trades (if licensed), requests for information, research, account problems etc. all types of customer service. Assist with all operational requests. Utilizes tools and resources to help Advisor(s) with the growth of their business. Complies with all compliance & risk management policies and procedures associated with the role. Reports to the STIS Group/Area Operations Manager.
Handles routine duties under direct supervision of the Advisor(s).
Experience with MS Office products, including spreadsheet, word processing and other business-related applications.
1 year professional administrative experience or bachelor's degree.
Good customer service and communication skills.
Knowledge of investment industry terminology, processes, products, etc.
Primary Location: MD-Baltimore Area
Work Locations: Baltimore Main Office
120 East Baltimore Street
Equal Opportunity Employer
SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer and does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, disability, veteran status or other classification protected by law.
or contact us at firstname.lastname@example.org
• Location: Baltimore
• Post ID: 21674503 baltimore