Regular or Temporary:

RegularLanguage Fluency:

English (Required)

Work Shift:

1st shift (United States of America)Please review the following job description:

This is an on-site position. Location options are Charlotte, NC; Orlando, FL; Atlanta, GA. Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients via phone. Teammates are responsible for answering client inquiries with a professional attitude and manner while adhering to measurable departmental goals.

ESSENTIAL DUTIES AND

RESPONSIBILITIESFollowing 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.1. Provide service support via phone to self-directed brokerage clients as well as Financial Advisor assigned account holders, referring more complex issues to management for guidance and/or resolution.2. Proficient understanding of product knowledge and continuously developing client service skills.3. Research account and transaction records to resolve discrepancies, answer questions or provide documentation on client activities.4. Conduct outbound client calls as a follow up and resolution to inquiries.5. Assist clients with completing investment forms, transferring funds, and completing distributions.6. Answer inquiries related to tax documents, trade confirmations, and monthly investment statements.7. Act as priority contact number for assisting clients with questions regarding the Digital Investment platform (currently WealthScape - future Scivantage).8. Refer investment opportunities to internal Client Advisory Center when aligns with clients financial needs.9. Maintain knowledge of industry regulations related to products and continuing education requirements required by

FINRA.10.

Serve as an advocate of the client while balancing risk.

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.1. Hold FINRA Series 7 & Series 63 or 66 and maintain continuing education coursework to keep licenses in good standing. (Candidates will be considered if they have at least 1 of the required licenses and can obtain the additional licenses during employment)2. Proficiency in written and verbal communications3. Proficient using basic computer applications, such as Microsoft Office software products4. Two or more years of call center experience or high volume, fast paced work environment5. Experience with brokerage and digital applications such as WealthScape, Advisor Desktop, Cashiering, SNAP, and Channelink6. High school diploma or equivalent certification

Preferred Qualifications:

1. Bachelor's degree in relevant banking/business field2. Two or more years of Investment Industry knowledge and/or experience3. Additional FINRA and Insurance LicensesGeneral 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. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to WorkPDN-a29d436f-63b3-4799-8f8f-77151eabb8e7","accountId","37852748","https://dejobs.org/atlanta-ga/investment-client-care-brokerage-services-representative/442EE707A76940F7BCE6ABEFCE217FBB/job/","location",{"_453":454,"_455":456},"createdAt","2026-08-30T19:58:42.732630320Z","status","active","isDiscoverable","isSearchable","isSpotlight","isDraft","careerSkills",[399,400,401,402,403,404,405,406,407,408,409,410,411,412,413,414,415],"requiredEducation","high_school","benefitCategories",[395,396,397,398],"isEmailRequired","isPhoneRequired","titleSearch","Investment Services Representatives","wage10thPercentileHourly",16.948076923076922,"wage30thPercentileHourly",18.751442307692308,"wage50thPercentileHourly",21.915865384615383,"growthRateFiveYear",-0.0219,"payGrowthScore",50.582041961612646,"jobSecurityScore",34.14842092199416,"compositeScore",42.3652314418034,"compositeLowConfidence","county","13121","state","13","citySlug","atlanta","stateSlug","ga","occupationSlug","customer-service-representative","/customer-support/customer-service-representative/ga/atlanta","careerAreaSlug",[394],"eduLevelsName",[326],"lotCareerAreaName",[393],"lotOccupationName",[392],"lotSpecializedOccupation",[391],"minYearsExperience","2","isCanonical","canonicalSlug","canonicalSitemapPath","groupLocations",[381,382],{"_73":377,"_75":378,"_77":379},{"_84":24,"_85":86},{"_63":188},{"_79":142,"_81":24,"_82":380},"The posting requires at least two years of call‑center experience and FINRA licenses, so it is not entry‑level, though a preferred bachelor’s degree is noted.",{"_383":385,"_350":386,"_384":387,"_35":388,"_51":24,"_45":389,"_67":390},{"_383":173,"_350":355,"_384":305,"_35":306,"_51":24,"_45":312,"_67":358},"city","jobId","Alafaya, FL","fl","3784432c8c86b47a05372539e9dc0471219b9455","investment-client-care-brokera-3784432c","https://talentally.com/job/investment-client-care-brokerage-services-representative-12","/customer-support/customer-service-representative/fl/alafaya","15111012","Customer Service Representative","Customer Support","customer-support","paid_leave","retirement_savings","education_career_development","insurance",{"_416":451,"_418":452,"_420":-5},{"_416":449,"_418":450,"_420":-5},{"_416":447,"_418":448,"_420":-5},{"_416":445,"_418":446,"_420":-5},{"_416":443,"_418":444,"_420":-5},{"_416":441,"_418":442,"_420":-5},{"_416":439,"_418":440,"_420":-5},{"_416":437,"_418":438,"_420":-5},{"_416":435,"_418":436,"_420":-5},{"_416":433,"_418":434,"_420":-5},{"_416":431,"_418":432,"_420":-5},{"_416":429,"_418":430,"_420":-5},{"_416":427,"_418":428,"_420":-5},{"_416":425,"_418":426,"_420":-5},{"_416":423,"_418":424,"_420":-5},{"_416":421,"_418":422,"_420":-5},{"_416":417,"_418":419,"_420":-5},"code","KS7G6J46GFF6BJH38BHN","value","Balancing (Ledger/Billing)","proficiency","ESB286573053208BD138","Self-Discipline","KS126HY6YLTB9R7XJC4Z","Microsoft Office","KS121CX75Q8F638ZCJVZ","Investments","BGSBC6553CCF3F292F02","Product Knowledge","KS121BS6QFLZVY39PMHD","Call Center Experience","BGS855D6532DA8ACA5FF","Tax Documentation","ESD2EDF2E51D7C90FD5F","Advocacy","ES4CC211B090CE499A1D","Trade Confirmations","KS123K75YYK8VGH90NCS","English Language","KS123YS74NRDCKYXNS7Z","Financial Industry Regulatory Authorities","ES76F4C57A88877D6D64","Professionalism","KS121FF73FPRD54WNWG8","Cashiering","KSCH2TPBQX91532Y3Q8E","Customer Inquiries","KS1216V6BW9W9PWLVHP8","Brokerage","KS1203C6N9B52QGB4H67","Research","KS125BG6J5TNS69HRHBC","Wrap Account","lat",33.7971137,"lon",-84.3804888,"preloadedState",{"_922":923,"_924":925,"_926":927,"_928":929},{"_921":24},"learnerProfile","statsigBootstrap","{\"feature_gates\":{\"2939121896\":{\"name\":\"2939121896\",\"rule_id\":\"4QTA5VIW8QWhxfDAjlO4av:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1809849743\":{\"name\":\"1809849743\",\"rule_id\":\"5UE13Dq1imLgbmI6SrW4st\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3005498566\":{\"name\":\"3005498566\",\"rule_id\":\"3c8yBFeqU12a5ymtsUyebQ\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3039458390\":{\"name\":\"3039458390\",\"rule_id\":\"5SrGI7sriLb49nW9jenfem:100.00:3\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1235551158\":{\"name\":\"1235551158\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3712733927\":{\"name\":\"3712733927\",\"rule_id\":\"1gWHYV1nPTxU1iQWBzt7sH\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"827105181\":{\"name\":\"827105181\",\"rule_id\":\"1ZOyF3jNBpxgYwnQMgtw0r:0.00:2\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"2391574571\":{\"name\":\"2391574571\",\"rule_id\":\"4Oeii4dEa0qgQbnaLeWpVm\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3984815646\":{\"name\":\"3984815646\",\"rule_id\":\"7an3Kzm1Uz9oCin2zzMd3v:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"3557635766\":{\"name\":\"3557635766\",\"rule_id\":\"66l0cE7Hp6bz3AxGzkJ52C:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"2964530023\":{\"name\":\"2964530023\",\"rule_id\":\"1GmwZwWEuC5BBqZz9mqKNG:0.00:2\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"612239029\":{\"name\":\"612239029\",\"rule_id\":\"69XSFMJl2CEpaAeAbRUFtB:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1579488973\":{\"name\":\"1579488973\",\"rule_id\":\"6sBW4R11t0ICNaOywRdTNs\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"419022013\":{\"name\":\"419022013\",\"rule_id\":\"6Fu8B8MX4MQjmq32PUdd7E:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1685639577\":{\"name\":\"1685639577\",\"rule_id\":\"7Hp9WvDxtXp0NERAI0bDjc\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"2873377340\":{\"name\":\"2873377340\",\"rule_id\":\"1BSuj1ZkoN7dO8TTiB9RCf\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3925450214\":{\"name\":\"3925450214\",\"rule_id\":\"d2UuNqbLF1sea9LVvShlS:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"3381168580\":{\"name\":\"3381168580\",\"rule_id\":\"1s0tvbCO5ioqg4eXSJDK4e:50.00:2\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"452380100\":{\"name\":\"452380100\",\"rule_id\":\"51rJLN7FbcDF8U8DnxSsz0\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"3702157961\":{\"name\":\"3702157961\",\"rule_id\":\"49VCRQzU3V4TVyAsQy0XmP:0.00:6\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1051929575\":{\"name\":\"1051929575\",\"rule_id\":\"4ACRYZQATYyYM9xw8AHTGL\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3076862121\":{\"name\":\"3076862121\",\"rule_id\":\"2Vi9QHWxRTvJks783IVVP9:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1660322309\":{\"name\":\"1660322309\",\"rule_id\":\"1lxCXwbeeEdg8DJbuL2Xsw\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"4068263545\":{\"name\":\"4068263545\",\"rule_id\":\"736g712OYDBE9Wt0TiEoE6:100.00:9\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"621936954\":{\"name\":\"621936954\",\"rule_id\":\"5arib1ssfs8Zqr1c2kDQTY:100.00:3\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"4212168725\":{\"name\":\"4212168725\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"512472402\":{\"name\":\"512472402\",\"rule_id\":\"3hAm10p9ACCkukn5bzuqqn\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1212282567\":{\"name\":\"1212282567\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1865400435\":{\"name\":\"1865400435\",\"rule_id\":\"3psH6NhgLYCK9ZjgvAjzAm\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1013876983\":{\"name\":\"1013876983\",\"rule_id\":\"5UcYisherysXy4aYLnIrrR\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"357169355\":{\"name\":\"357169355\",\"rule_id\":\"3cbU3U7ySOFEXeDp2YVMTo\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1896186400\":{\"name\":\"1896186400\",\"rule_id\":\"qt72B0rkWi96bpCMXIpcg\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"4139579230\":{\"name\":\"4139579230\",\"rule_id\":\"RbpkdeQQy7MYwZsfMnq5l:0.00:2\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3176969473\":{\"name\":\"3176969473\",\"rule_id\":\"3Dr83mVC42ZvIRZcMRhvrf\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"15146329\":{\"name\":\"15146329\",\"rule_id\":\"6QA1BbA1pbCYatieyMNhcW\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1736670698\":{\"name\":\"1736670698\",\"rule_id\":\"2Ji5m1q9wJv0gi0M9VnsCF\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"88647992\":{\"name\":\"88647992\",\"rule_id\":\"7Bq6Yr0VObhI533YiKSH4g:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"2191373427\":{\"name\":\"2191373427\",\"rule_id\":\"1N0Cce1uwb3QZltlw5F48y:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"3315981121\":{\"name\":\"3315981121\",\"rule_id\":\"4HHokWdZWryp2PFtEo6Ebv:0.00:3\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3133954998\":{\"name\":\"3133954998\",\"rule_id\":\"ihLqSao0W7EJoaULoKLWB:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1988463243\":{\"name\":\"1988463243\",\"rule_id\":\"5uOAYlehvTQApItuBDrlIp:100.00:2\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1551224207\":{\"name\":\"1551224207\",\"rule_id\":\"Evv169XZO4Lpdqvg5Td7P:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1867875410\":{\"name\":\"1867875410\",\"rule_id\":\"1KDJU0Z08247rkTLR5qpS8:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"2679797355\":{\"name\":\"2679797355\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1608580799\":{\"name\":\"1608580799\",\"rule_id\":\"30LXAjGMh8uhuKSQOjw9Zd\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false}},\"dynamic_configs\":{\"558616907\":{\"name\":\"558616907\",\"rule_id\":\"7bUbyVUILCm7wqWqpyi5do-7bUbyUfGjkcDd1ouOqmrUm\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"explore_opportunities\":{\"order\":1,\"component\":\"explore_opportunities\",\"sub_components\":[{\"component\":\"jobs\",\"configs\":{\"id\":1,\"title\":\"Jobs & Internships\",\"listType\":\"jobs\"}},{\"component\":\"careers\",\"configs\":{\"id\":2,\"title\":\"Career Navigator\",\"listType\":\"careers\"}},{\"component\":\"courses\",\"configs\":{\"id\":3,\"title\":\"Courses\",\"listType\":\"courses\"}},{\"component\":\"scholarships\",\"configs\":{\"id\":4,\"title\":\"Scholarships\",\"listType\":\"scholarships\"}}]},\"explore_search\":{\"order\":2,\"component\":\"explore_search\"},\"explore_list\":{\"order\":3,\"component\":\"explore_list\"}},\"is_device_based\":false,\"passed\":true},\"4194336348\":{\"name\":\"4194336348\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"treatment\":\"beta\"},\"is_device_based\":false,\"passed\":false},\"3393096890\":{\"name\":\"3393096890\",\"rule_id\":\"ZZuKDQhs76uNu7onAosZR:100.00:2-ZZuKCbeZOX0u4zsMssPGP\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"min_version\":\"1.1.6\"},\"is_device_based\":false,\"passed\":true},\"3559441793\":{\"name\":\"3559441793\",\"rule_id\":\"3iv7Qwu4KrgWC4rbIUZdvM-3iv7QuP2i97siETg7N3AcK\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"version\":\"1.0\",\"feature_flag\":\"profile_edit_v2\",\"treatment\":\"alpha\",\"layout\":{\"location\":{\"alpha\":{\"title\":\"Update Status\",\"screenHeader\":\"Update Status\",\"fields\":[{\"type\":\"text\",\"key\":\"location\",\"label\":\"Location\",\"placeholder\":\"Enter your location\"}]},\"beta\":{\"screenHeader\":\"Update Location\",\"fields\":[{\"type\":\"text\",\"key\":\"location\",\"label\":\"Location\",\"placeholder\":\"Enter your location\"}]}},\"bio\":{\"alpha\":{\"title\":\"Update Bio\",\"screenHeader\":\"Update Bio\",\"fields\":[{\"type\":\"text\",\"key\":\"bio\",\"label\":\"Bio\",\"placeholder\":\"Enter your bio\"}]},\"beta\":{\"screenHeader\":\"Update Bio Beta\",\"fields\":[{\"type\":\"text\",\"key\":\"bio\",\"label\":\"Bio\",\"placeholder\":\"Enter your bio\"}]}},\"interests\":{\"alpha\":{\"title\":\"Update Interests\",\"screenHeader\":\"Update Interests\",\"fields\":[{\"type\":\"text\",\"key\":\"interests\",\"label\":\"Interests\",\"placeholder\":\"Enter your interests\"}]},\"beta\":{\"screenHeader\":\"Update Interests\",\"fields\":[{\"type\":\"text\",\"key\":\"interests\",\"label\":\"Interests\",\"placeholder\":\"Enter your interests\"}]}},\"skillsLanguages\":{\"alpha\":{\"title\":\"Update Skills & Languages\",\"screenHeader\":\"Update Skills & Languages\",\"fields\":[{\"type\":\"text\",\"key\":\"skillsLanguages\",\"label\":\"Skills & Languages\",\"placeholder\":\"Enter your skills & languages\"}]},\"beta\":{\"screenHeader\":\"Update Skills & Languages\",\"fields\":[{\"type\":\"text\",\"key\":\"skillsLanguages\",\"label\":\"Skills & Languages\",\"placeholder\":\"Enter your skills & languages\"}]}},\"education\":{\"alpha\":{\"title\":\"Update Education\",\"screenHeader\":\"Update Education\",\"fields\":[{\"type\":\"text\",\"key\":\"education\",\"label\":\"Education\",\"placeholder\":\"Enter your education\"}]},\"beta\":{\"screenHeader\":\"Update Education\",\"fields\":[{\"type\":\"text\",\"key\":\"education\",\"label\":\"Education\",\"placeholder\":\"Enter your education\"}]}},\"experience\":{\"alpha\":{\"title\":\"Update Experience\",\"screenHeader\":\"Update Experience\",\"fields\":[{\"type\":\"text\",\"key\":\"experience\",\"label\":\"Experience\",\"placeholder\":\"Enter your experience\"}]},\"beta\":{\"screenHeader\":\"Update Experience\",\"fields\":[{\"type\":\"text\",\"key\":\"experience\",\"label\":\"Experience\",\"placeholder\":\"Enter your experience\"}]}},\"activities\":{\"alpha\":{\"title\":\"Add Activity\",\"screenHeader\":\"Add Activity\",\"fields\":[{\"type\":\"text\",\"key\":\"activities\",\"label\":\"Activities\",\"placeholder\":\"Enter your activities\"}]},\"beta\":{\"screenHeader\":\"Add Activity\",\"fields\":[{\"type\":\"text\",\"key\":\"activities\",\"label\":\"Activities\",\"placeholder\":\"Enter your activities\"}]}},\"accomplishments\":{\"alpha\":{\"title\":\"Update Accomplishments\",\"screenHeader\":\"Update Accomplishments\",\"fields\":[{\"type\":\"text\",\"key\":\"accomplishments\",\"label\":\"Accomplishments\",\"placeholder\":\"Enter your accomplishments\"}]}},\"beta\":{\"screenHeader\":\"Update Accomplishments\",\"fields\":[{\"type\":\"text\",\"key\":\"accomplishments\",\"label\":\"Accomplishments\",\"placeholder\":\"Enter your accomplishments\"}]}}},\"is_device_based\":false,\"passed\":true},\"230711841\":{\"name\":\"230711841\",\"rule_id\":\"prestart\",\"secondary_exposures\":[],\"id_type\":\"stableID\",\"value\":{},\"is_device_based\":true,\"is_experiment_active\":false,\"is_user_in_experiment\":false},\"2811707873\":{\"name\":\"2811707873\",\"rule_id\":\"1qB3cKolYTho7KCZitHlbv:100.00:5-1qAYSILd5gXFsDKMwDP8LX\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"version\":\"2.0\",\"layout\":{\"id\":\"profile_layout_v2\",\"feature_flag\":\"profile_layout_v2\",\"section_groups\":[{\"title\":\"Personal\",\"sections\":[{\"id\":\"bio_card\",\"type\":\"bio_card\",\"order\":1,\"component\":\"BioCardV2\",\"config\":{\"title\":\"Bio\",\"screenName\":\"profile__bio\",\"fields\":[{\"id\":\"bio_text\",\"type\":\"text\",\"value\":\"\",\"textType\":\"regular16\",\"color\":\"secondary\"}]}},{\"id\":\"interests_card\",\"type\":\"interests_card\",\"order\":2,\"component\":\"InterestsCardV2\",\"config\":{\"title\":\"Interests\",\"screenName\":\"profile__interests\",\"fields\":[{\"id\":\"industry_interests\",\"type\":\"badge_group\",\"title\":\"Industry Interests\",\"textType\":\"header3\",\"badgeColor\":\"purple-200\",\"items\":[]},{\"id\":\"career_interests\",\"type\":\"badge_group\",\"title\":\"Career Interests\",\"badgeColor\":\"coral-200\",\"items\":[]}]}},{\"id\":\"skills_languages_card\",\"type\":\"skills_languages_card\",\"order\":3,\"component\":\"SkillsLanguagesCardV2\",\"config\":{\"title\":\"Skills & Languages\",\"screenName\":\"profile__skills_languages\",\"fields\":[{\"id\":\"skills\",\"type\":\"badge_group\",\"title\":\"Skills\",\"badgeColor\":\"green-300\",\"items\":[]},{\"id\":\"languages\",\"type\":\"badge_group\",\"title\":\"Languages\",\"badgeColor\":\"blue-300\",\"items\":[]}]}},{\"id\":\"education_card\",\"type\":\"education_card\",\"order\":4,\"component\":\"EducationCardV2\",\"config\":{\"title\":\"Education\",\"screenName\":\"profile__education\",\"fields\":[{\"id\":\"education_items\",\"type\":\"list_item\",\"items\":[]}]}},{\"id\":\"experience_card\",\"type\":\"experience_card\",\"order\":5,\"component\":\"ExperienceCardV2\",\"config\":{\"title\":\"Experience\",\"screenName\":\"profile__experience\",\"fields\":[{\"id\":\"experience_items\",\"type\":\"list_item\",\"items\":[]}]}},{\"id\":\"activities_card\",\"type\":\"activities_card\",\"order\":6,\"component\":\"ActivitiesCardV2\",\"config\":{\"title\":\"Activities\",\"screenName\":\"profile__activities\",\"fields\":[{\"id\":\"activities_items\",\"type\":\"list_item\",\"items\":[]}]}},{\"id\":\"accomplishments_card\",\"type\":\"accomplishments_card\",\"order\":7,\"component\":\"AccomplishmentsCardV2\",\"config\":{\"title\":\"Accomplishments\",\"screenName\":\"profile__accomplishments\",\"fields\":[{\"id\":\"accomplishments_items\",\"type\":\"list_item\",\"items\":[]}]}}]}]},\"themes\":{\"default\":{\"spacing\":{\"card_gap\":16,\"section_padding\":20},\"colors\":{\"background\":\"#FFFFFF\",\"card_background\":\"#FFFFFF\",\"primary_text\":\"#000000\",\"secondary_text\":\"#666666\"}}}},\"is_device_based\":false,\"passed\":true},\"2750779937\":{\"name\":\"2750779937\",\"rule_id\":\"1cPTrX2qRpR15UBnKPMXhe:100.00:2-1cPTrVnop7HwMv3s9HRjYc\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"enabled\":true},\"is_device_based\":false,\"passed\":true},\"1624532917\":{\"name\":\"1624532917\",\"rule_id\":\"prestart\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{},\"is_device_based\":false,\"is_experiment_active\":false,\"is_user_in_experiment\":false},\"2400943617\":{\"name\":\"2400943617\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"colors\":{\"brand\":\"#23395B\",\"white\":\"#FFFFFF\",\"offWhite\":\"#FFF4F42\",\"baseBackground\":\"#fafcff\",\"borderBackground\":\"#e0e0e0\",\"danger\":\"#d12428\",\"success\":\"#02730f\",\"warning\":\"#FCE118\",\"info\":\"#E4F8FF\",\"darkBackground\":\"#010318\",\"lightBackground\":\"#F4F4F4\",\"dark\":\"#202020\",\"altBackground\":\"#9c9c9c\",\"gray\":\"#8a8a8a\",\"gray20\":\"#005807\",\"gray40\":\"#616161\",\"gray70\":\"#797979\",\"transparent\":\"transparent\",\"opaque\":\"rgba(0,0,0,0.1)\",\"forestGreen\":\"#005807\",\"gold\":\"#F2AC1C\",\"lightBlue\":\"#d9e9fc\",\"paceBlue\":\"#CFDEE7\",\"yellow\":\"#fff703\",\"clay\":\"#967D44\"}},\"is_device_based\":false,\"passed\":false},\"151910433\":{\"name\":\"151910433\",\"rule_id\":\"3Rd1Ri5XBQIglfMEwjIkG7:100.00:3-3Rd1RgqV9yyM1QeIVbMHn5\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"createPost\":{\"id\":\"create_post\",\"component\":\"create_post\",\"order\":1},\"feedSelect\":{\"id\":\"feed_select\",\"component\":\"feed_select\",\"order\":2},\"newsFeed\":{\"id\":\"news_feed\",\"component\":\"news_feed\",\"order\":3}},\"is_device_based\":false,\"passed\":true},\"2374213830\":{\"name\":\"2374213830\",\"rule_id\":\"prestart\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{},\"is_device_based\":false,\"is_experiment_active\":false,\"is_user_in_experiment\":false},\"4044382156\":{\"name\":\"4044382156\",\"rule_id\":\"1OE6OllbaUoNF7xuo9O3B7:100.00:2-1OE6OjG8ICfjlHZyN1Sqi5\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"storyFeed\":{\"id\":\"story_feed\",\"component\":\"story_feed\",\"order\":1,\"enabled\":false},\"tipsVideo\":{\"id\":\"tips_video\",\"component\":\"tips_video\",\"order\":2,\"enabled\":false},\"profileProgress\":{\"id\":\"profile_progress\",\"component\":\"profile_progress\",\"order\":3,\"enabled\":true},\"myCareers\":{\"id\":\"my_careers\",\"component\":\"my_careers\",\"order\":4,\"enabled\":true},\"myVibe\":{\"id\":\"my_vibe\",\"component\":\"my_vibe\",\"order\":5,\"enabled\":true},\"newsFeed\":{\"id\":\"news_feed\",\"component\":\"news_feed\",\"order\":6,\"enabled\":true}},\"is_device_based\":false,\"passed\":true},\"2431912394\":{\"name\":\"2431912394\",\"rule_id\":\"prestart\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{},\"is_device_based\":false,\"is_experiment_active\":false,\"is_user_in_experiment\":false}},\"layer_configs\":{},\"time\":1787863310899,\"has_updates\":true,\"hash_used\":\"djb2\",\"user\":{\"userID\":\"1cc4462d-1ab4-4869-8e1e-09783c19f3cf\",\"customIDs\":{\"stableID\":\"1cc4462d-1ab4-4869-8e1e-09783c19f3cf\"},\"custom\":{\"talloUid\":\"1cc4462d-1ab4-4869-8e1e-09783c19f3cf\"},\"statsigEnvironment\":{\"tier\":\"production\"}},\"sdkInfo\":{\"sdkType\":\"statsig-server-core-node\",\"sessionId\":\"739ebdde-d59f-4e3d-a76b-83a8e29581dc\",\"sdkVersion\":\"0.12.1\"},\"sdkParams\":{},\"evaluated_keys\":{\"userID\":\"1cc4462d-1ab4-4869-8e1e-09783c19f3cf\",\"stableID\":\"1cc4462d-1ab4-4869-8e1e-09783c19f3cf\"},\"param_stores\":{},\"can_record_session\":true,\"session_recording_rate\":1.0,\"recording_blocked\":false}","statsigUser",{"_503":910,"_911":-7,"_912":913,"_914":915,"_916":917},"statsigSSR",{"_467":468,"_469":470},"gates",{"_865":52,"_866":52,"_867":52,"_868":52,"_869":52,"_870":24,"_871":52,"_872":52,"_873":24,"_874":52,"_875":24,"_876":24,"_877":24,"_878":52,"_879":52,"_880":24,"_881":24,"_882":24,"_883":24,"_884":24,"_885":24,"_886":52,"_887":24,"_888":52,"_889":52,"_890":24,"_891":24,"_892":24,"_893":52,"_894":24,"_895":24,"_896":52,"_897":52,"_898":52,"_899":24,"_900":24,"_901":52,"_902":52,"_903":24,"_904":24,"_905":52,"_906":52,"_907":52,"_908":24,"_909":24},"configs",{"_471":472,"_473":474,"_475":476,"_477":478,"_479":480,"_481":482,"_483":484,"_485":486,"_487":488,"_489":490,"_491":492,"_493":494,"_495":496},"151910433",{"_497":471,"_498":855,"_500":856,"_502":503,"_418":857,"_505":24,"_506":52},"230711841",{"_497":473,"_498":765,"_500":852,"_502":853,"_418":854,"_505":52,"_768":24,"_769":24},"558616907",{"_497":475,"_498":824,"_500":825,"_502":503,"_418":826,"_505":24,"_506":52},"1624532917",{"_497":477,"_498":765,"_500":822,"_502":503,"_418":823,"_505":24,"_768":24,"_769":24},"2374213830",{"_497":479,"_498":765,"_500":820,"_502":503,"_418":821,"_505":24,"_768":24,"_769":24},"2400943617",{"_497":481,"_498":499,"_500":770,"_502":503,"_418":771,"_505":24,"_506":24},"2431912394",{"_497":483,"_498":765,"_500":766,"_502":503,"_418":767,"_505":24,"_768":24,"_769":24},"2750779937",{"_497":485,"_498":762,"_500":763,"_502":503,"_418":764,"_505":24,"_506":52},"2811707873",{"_497":487,"_498":645,"_500":646,"_502":503,"_418":647,"_505":24,"_506":52},"3393096890",{"_497":489,"_498":640,"_500":641,"_502":503,"_418":642,"_505":24,"_506":52},"3559441793",{"_497":491,"_498":535,"_500":536,"_502":503,"_418":537,"_505":24,"_506":52},"4044382156",{"_497":493,"_498":509,"_500":510,"_502":503,"_418":511,"_505":24,"_506":52},"4194336348",{"_497":495,"_498":499,"_500":501,"_502":503,"_418":504,"_505":24,"_506":24},"name","rule_id","default","secondary_exposures",[],"id_type","userID",{"_507":508},"is_device_based","passed","treatment","beta","1OE6OllbaUoNF7xuo9O3B7:100.00:2-1OE6OjG8ICfjlHZyN1Sqi5",[],{"_512":513,"_514":515,"_516":517,"_518":519,"_520":521,"_522":523},"storyFeed",{"_33":534,"_525":534,"_526":70,"_527":24},"tipsVideo",{"_33":533,"_525":533,"_526":142,"_527":24},"profileProgress",{"_33":531,"_525":531,"_526":532,"_527":52},"myCareers",{"_33":529,"_525":529,"_526":530,"_527":52},"myVibe",{"_33":528,"_525":528,"_526":228,"_527":52},"newsFeed",{"_33":524,"_525":524,"_526":274,"_527":52},"news_feed","component","order","enabled","my_vibe","my_careers",4,"profile_progress",3,"tips_video","story_feed","3iv7Qwu4KrgWC4rbIUZdvM-3iv7QuP2i97siETg7N3AcK",[],{"_538":539,"_540":541,"_507":542,"_543":544},"version","1.0","feature_flag","profile_edit_v2","alpha","layout",{"_313":545,"_546":547,"_548":549,"_550":551,"_552":553,"_554":555,"_556":557,"_558":559,"_508":560},{"_542":630,"_508":631},"bio",{"_542":620,"_508":621},"interests",{"_542":611,"_508":612},"skillsLanguages",{"_542":602,"_508":603},"education",{"_542":593,"_508":594},"experience",{"_542":584,"_508":585},"activities",{"_542":575,"_508":576},"accomplishments",{"_542":572},{"_561":562,"_563":564},"screenHeader","Update Accomplishments","fields",[565],{"_39":566,"_567":558,"_568":569,"_570":571},"text","key","label","Accomplishments","placeholder","Enter your accomplishments",{"_37":562,"_561":562,"_563":573},[574],{"_39":566,"_567":558,"_568":569,"_570":571},{"_37":577,"_561":577,"_563":582},{"_561":577,"_563":578},"Add Activity",[579],{"_39":566,"_567":556,"_568":580,"_570":581},"Activities","Enter your activities",[583],{"_39":566,"_567":556,"_568":580,"_570":581},{"_37":586,"_561":586,"_563":591},{"_561":586,"_563":587},"Update Experience",[588],{"_39":566,"_567":554,"_568":589,"_570":590},"Experience","Enter your experience",[592],{"_39":566,"_567":554,"_568":589,"_570":590},{"_37":595,"_561":595,"_563":600},{"_561":595,"_563":596},"Update Education",[597],{"_39":566,"_567":552,"_568":598,"_570":599},"Education","Enter your education",[601],{"_39":566,"_567":552,"_568":598,"_570":599},{"_37":604,"_561":604,"_563":609},{"_561":604,"_563":605},"Update Skills & Languages",[606],{"_39":566,"_567":550,"_568":607,"_570":608},"Skills & Languages","Enter your skills & languages",[610],{"_39":566,"_567":550,"_568":607,"_570":608},{"_37":613,"_561":613,"_563":618},{"_561":613,"_563":614},"Update Interests",[615],{"_39":566,"_567":548,"_568":616,"_570":617},"Interests","Enter your interests",[619],{"_39":566,"_567":548,"_568":616,"_570":617},{"_37":627,"_561":627,"_563":628},{"_561":622,"_563":623},"Update Bio Beta",[624],{"_39":566,"_567":546,"_568":625,"_570":626},"Bio","Enter your bio","Update Bio",[629],{"_39":566,"_567":546,"_568":625,"_570":626},{"_37":637,"_561":637,"_563":638},{"_561":632,"_563":633},"Update Location",[634],{"_39":566,"_567":313,"_568":635,"_570":636},"Location","Enter your location","Update Status",[639],{"_39":566,"_567":313,"_568":635,"_570":636},"ZZuKDQhs76uNu7onAosZR:100.00:2-ZZuKCbeZOX0u4zsMssPGP",[],{"_643":644},"min_version","1.1.6","1qB3cKolYTho7KCZitHlbv:100.00:5-1qAYSILd5gXFsDKMwDP8LX",[],{"_538":648,"_543":649,"_650":651},"2.0",{"_33":668,"_540":668,"_669":670},"themes",{"_499":652},{"_653":654,"_655":656},"spacing",{"_664":665,"_666":667},"colors",{"_657":658,"_659":658,"_660":661,"_662":663},"background","#FFFFFF","card_background","primary_text","#000000","secondary_text","#666666","card_gap",16,"section_padding",20,"profile_layout_v2","section_groups",[671],{"_37":672,"_673":674},"Personal","sections",[675,676,677,678,679,680,681],{"_33":752,"_39":752,"_526":70,"_525":753,"_684":754},{"_33":735,"_39":735,"_526":142,"_525":736,"_684":737},{"_33":718,"_39":718,"_526":532,"_525":719,"_684":720},{"_33":710,"_39":710,"_526":530,"_525":711,"_684":712},{"_33":702,"_39":702,"_526":228,"_525":703,"_684":704},{"_33":694,"_39":694,"_526":274,"_525":695,"_684":696},{"_33":682,"_39":682,"_526":100,"_525":683,"_684":685},"accomplishments_card","AccomplishmentsCardV2","config",{"_37":569,"_686":687,"_563":688},"screenName","profile__accomplishments",[689],{"_33":690,"_39":691,"_692":693},"accomplishments_items","list_item","items",[],"activities_card","ActivitiesCardV2",{"_37":580,"_686":697,"_563":698},"profile__activities",[699],{"_33":700,"_39":691,"_692":701},"activities_items",[],"experience_card","ExperienceCardV2",{"_37":589,"_686":705,"_563":706},"profile__experience",[707],{"_33":708,"_39":691,"_692":709},"experience_items",[],"education_card","EducationCardV2",{"_37":598,"_686":713,"_563":714},"profile__education",[715],{"_33":716,"_39":691,"_692":717},"education_items",[],"skills_languages_card","SkillsLanguagesCardV2",{"_37":607,"_686":721,"_563":722},"profile__skills_languages",[723,724],{"_33":731,"_39":726,"_37":732,"_728":733,"_692":734},{"_33":725,"_39":726,"_37":727,"_728":729,"_692":730},"languages","badge_group","Languages","badgeColor","blue-300",[],"skills","Skills","green-300",[],"interests_card","InterestsCardV2",{"_37":616,"_686":738,"_563":739},"profile__interests",[740,741],{"_33":746,"_39":726,"_37":747,"_748":749,"_728":750,"_692":751},{"_33":742,"_39":726,"_37":743,"_728":744,"_692":745},"career_interests","Career Interests","coral-200",[],"industry_interests","Industry Interests","textType","header3","purple-200",[],"bio_card","BioCardV2",{"_37":625,"_686":755,"_563":756},"profile__bio",[757],{"_33":758,"_39":566,"_418":303,"_748":759,"_760":761},"bio_text","regular16","color","secondary","1cPTrX2qRpR15UBnKPMXhe:100.00:2-1cPTrVnop7HwMv3s9HRjYc",[],{"_527":52},"prestart",[],{},"is_experiment_active","is_user_in_experiment",[],{"_655":772},{"_773":774,"_775":658,"_776":777,"_778":779,"_780":781,"_782":783,"_784":785,"_786":787,"_788":789,"_790":791,"_792":793,"_794":795,"_796":797,"_798":799,"_800":801,"_802":803,"_804":805,"_806":806,"_807":808,"_809":801,"_810":811,"_812":813,"_814":815,"_816":817,"_818":819},"brand","#23395B","white","offWhite","#FFF4F42","baseBackground","#fafcff","borderBackground","#e0e0e0","danger","#d12428","success","#02730f","warning","#FCE118","info","#E4F8FF","darkBackground","#010318","lightBackground","#F4F4F4","dark","#202020","altBackground","#9c9c9c","gray","#8a8a8a","gray20","#005807","gray40","#616161","gray70","#797979","transparent","opaque","rgba(0,0,0,0.1)","forestGreen","gold","#F2AC1C","lightBlue","#d9e9fc","paceBlue","#CFDEE7","yellow","#fff703","clay","#967D44",[],{},[],{},"7bUbyVUILCm7wqWqpyi5do-7bUbyUfGjkcDd1ouOqmrUm",[],{"_827":828,"_829":830,"_831":832},"explore_opportunities",{"_526":70,"_525":827,"_833":834},"explore_search",{"_526":142,"_525":829},"explore_list",{"_526":532,"_525":831},"sub_components",[835,836,837,838],{"_525":849,"_469":850},{"_525":846,"_469":847},{"_525":843,"_469":844},{"_525":839,"_469":840},"scholarships",{"_33":530,"_37":841,"_842":839},"Scholarships","listType","courses",{"_33":532,"_37":845,"_842":843},"Courses","careers",{"_33":142,"_37":848,"_842":846},"Career Navigator","jobs",{"_33":70,"_37":851,"_842":849},"Jobs & Internships",[],"stableID",{},"3Rd1Ri5XBQIglfMEwjIkG7:100.00:3-3Rd1RgqV9yyM1QeIVbMHn5",[],{"_858":859,"_860":861,"_522":862},"createPost",{"_33":864,"_525":864,"_526":70},"feedSelect",{"_33":863,"_525":863,"_526":142},{"_33":524,"_525":524,"_526":532},"feed_select","create_post","15146329","88647992","357169355","419022013","452380100","512472402","612239029","621936954","827105181","1013876983","1051929575","1212282567","1235551158","1551224207","1579488973","1608580799","1660322309","1685639577","1736670698","1809849743","1865400435","1867875410","1896186400","1988463243","2191373427","2391574571","2679797355","2873377340","2939121896","2964530023","3005498566","3039458390","3076862121","3133954998","3176969473","3315981121","3381168580","3557635766","3702157961","3712733927","3925450214","3984815646","4068263545","4139579230","4212168725","1cc4462d-1ab4-4869-8e1e-09783c19f3cf","email","custom",{"_920":910},"customIDs",{"_853":910},"statsigEnvironment",{"_918":919},"tier","production","talloUid","isAuthenticated","userAndSession",{"_14":1019,"_460":-5,"_1020":24,"_1021":1022,"_1023":1024},"courseSearch",{"_843":968,"_969":80,"_970":971,"_972":80,"_973":-5,"_974":-5,"_975":-5,"_937":24,"_976":24,"_13":-5,"_977":978,"_979":-5,"_980":981,"_982":983,"_984":985},"careerNavigatorSlice",{"_313":953,"_954":303,"_955":956,"_957":958,"_959":52,"_960":52,"_961":-5,"_962":963},"caapCareerSearch",{"_518":24,"_930":303,"_931":932,"_933":934,"_935":936,"_937":24,"_938":-5,"_939":24,"_940":941},"searchValue","searchResult",[],"comparisonData",[],"searchFilters",{"_942":943,"_944":303,"_945":303,"_946":947,"_948":949,"_950":951,"_952":80},"isLoading","comparisonError","shouldOpenTray","traitSpecificCareers",{},"selectedHub",[],"selectedEarning","selectedEducation","sortByField","name.keyword","sortOrder","asc","pageSize",10,"from",{"_33":964,"_497":965,"_39":966,"_967":303},"locationString","defaultLocation",{"_33":964,"_497":965,"_39":966,"_967":303},"scholarshipLocation",{"_33":964,"_497":965,"_39":966,"_967":303},"loadingLocation","loadingCaapAssessmentResults","caapAssessmentResult","industryPreference",[],"0","United States (Default)","nation","highlight",[],"totalCount","filters",{"_986":303,"_987":24,"_988":24,"_989":24,"_990":24,"_991":24,"_992":24,"_993":24,"_994":24,"_995":996,"_997":998,"_999":1000,"_725":1001,"_1002":1003,"_1004":1005,"_1006":1007,"_1008":-5,"_1009":24,"_1010":1011,"_1012":80,"_950":667,"_1013":1014,"_1015":1016},"activeFiltersCount","filterCounts","appliedFilters","sortInfo","isLoadingMore","favoriteCourseIds",[],"lastSearchTimestamp","prefetchedPages",[],"prefetchingPages",[],"prefetchedCourses",{},"searchQuery","withCertificate","isFree","withFreeCertificate","isUniversity","showSavedOnly","isBeginner","isIntermediate","isAdvanced","topLevelSubjects",[],"institutions",[],"subjects",[],[],"providers",[],"durationBuckets",[],"duration",{"_1017":-5,"_1018":-5},"language","hasSubtitles","subtitleLanguages",[],"page","sortColumn","created","sortBy","desc","min","max",{"_1030":24,"_921":24},"isOnboardingComplete","onboardingResume",{"_1028":24,"_1029":-5},"emailUpdateModal",{"_1025":24,"_1026":303,"_1027":303},"open","newEmail","password","checked","resumeUrl","oktaChecked"]

Find Jobs

Investment Client Care Brokerage Services Representative

Choose a Location