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Brokerage Services Representative Jobs (NOW HIRING)

Elevance Health

Broker Service Representative

Tampa, FL · On-site

$15 - $20.50/hr

Broker Service Representative Broker Service Representative Shift: Monday-Friday Location: Virtual ... CUS > Broker Services Please be advised that Elevance Health only accepts resumes for compensation ...

Elevance Health

Broker Service Representative

Tampa, FL

$15 - $20.50/hr

Broker Service Representative Broker Service Representative Shift: Monday-Friday Location: Virtual ... CUS > Broker Services Please be advised that Elevance Health only accepts resumes for compensation ...

Elevance Health

Broker Service Representative

Lake Mary, FL

$14 - $19/hr

Broker Service Representative Broker Service Representative Shift: Monday-Friday Location: Virtual ... CUS > Broker Services Please be advised that Elevance Health only accepts resumes for compensation ...

Elevance Health

Broker Service Representative

Miami, FL

$15.25 - $20.75/hr

Broker Service Representative Broker Service Representative Shift: Monday-Friday Location: Virtual ... CUS > Broker Services Please be advised that Elevance Health only accepts resumes for compensation ...

Amicis Global

401K Plans Representative

Columbus, OH · On-site

$20 - $22/hr

Retirement Services Representative Location: Columbus, OH Duration: 12 Months Job Summary ... The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and ...

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Brokerage Services Representative information

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$48.3K

$78.5K

How much do brokerage services representative jobs pay per year?

As of Sep 2, 2026, the average yearly pay for brokerage services representative in the United States is $48,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $57,000.00 per year, depending on experience, location, and employer.

What is a brokerage services representative?

Brokerage Services Representatives are professionals who assist clients with their investment accounts, providing support for trading, account management, and general inquiries about financial products. They often work for brokerage firms, helping customers execute trades, understand their investment options, and resolve account-related issues. These representatives also ensure compliance with regulations and may provide educational resources to clients. Their goal is to deliver high-quality service and support to individuals investing in stocks, bonds, mutual funds, and other securities.

What are the key skills and qualifications needed to thrive as a brokerage services representative?

To thrive as a Brokerage Services Representative, you need a solid understanding of financial markets, investment products, and securities regulations, often supported by a bachelor's degree in finance or related field and required FINRA licenses (such as Series 7 and Series 63/66). Familiarity with trading platforms, CRM systems, and market analysis tools is essential. Strong communication, problem-solving, and customer service skills make someone stand out in this role. These skills and qualifications are crucial for providing accurate investment guidance, ensuring compliance, and building client trust in a fast-paced financial environment.

What are some common challenges faced by brokerage services representatives, and how can they be managed effectively?

Brokerage Services Representatives often encounter challenges such as managing high call volumes, addressing complex client inquiries about investments, and staying up-to-date with evolving financial regulations. Success in this role requires strong communication skills, attention to detail, and the ability to work efficiently under pressure. Proactive learning, regular training, and effective time management can help representatives stay informed and deliver excellent client service. Additionally, collaborating with team members and leveraging internal resources supports problem-solving and continuous improvement.

What is the difference between Brokerage Services Representative vs Customer Service Representative?

AspectBrokerage Services RepresentativeCustomer Service Representative
CredentialsFINRA licenses, securities licensesNo specific licenses required
Work EnvironmentFinancial firms, brokerage firmsVarious industries, call centers, retail
Employer & IndustryFinancial services, brokerage industryMultiple sectors including retail, telecom, banking
Common Search IntentComparing roles in finance, licensing, responsibilitiesCustomer support, service tasks, problem-solving

The Brokerage Services Representative primarily works in financial firms, handling client accounts and requiring securities licenses. In contrast, a Customer Service Representative works across various industries, focusing on customer support without specialized licenses. While both roles involve client interaction, the Brokerage Services Representative has a specialized focus on financial products and compliance, making it distinct within the financial industry.

Is being a brokerage services representative a high paying job?

Brokerage services representatives typically earn a median annual salary that is around or slightly above the national average for customer service roles, with higher earnings possible for those with experience, certifications, or specialized knowledge in finance. Compensation can vary based on the employer, location, and individual performance, but it is generally considered a moderate-paying position rather than a high-paying one.

What states have the most Brokerage Services Representative jobs?

States with the most job openings for Brokerage Services Representative jobs include:

What job categories do people searching Brokerage Services Representative jobs look for?

The top searched job categories for Brokerage Services Representative jobs are:

Brokerage Services Representative jobs near you
Infographic showing various Brokerage Services Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $48,284 per year, or $23.2 per hour.

Investment Client Care Brokerage Services Representative

Truist

Charlotte, NC • On-site

$15.75 - $21.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Truist rating

8.0

Company rating: 8.0 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

72nd of 174 rated banks

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't 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: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 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.
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 communications
3. Proficient using basic computer applications, such as Microsoft Office software products
4. Two or more years of call center experience or high volume, fast paced work environment
5. Experience with brokerage and digital applications such as WealthScape, Advisor Desktop, Cashiering, SNAP, and Channelink
6. High school diploma or equivalent certification
Preferred Qualifications:
1. Bachelor's degree in relevant banking/business field
2. Two or more years of Investment Industry knowledge and/or experience
3. Additional FINRA and Insurance Licenses

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. 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.

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About Truist

Sourced by ZipRecruiter

Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

2019

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