ZipRecruiter

Log In

2

Entry Level Brokerage Service Representative Jobs

Circle Logistics

Customer Service Representative

Orlando, FL · On-site

$15 - $20.25/hr

We are seeking a detail-oriented and customer-focused Driver Services Representative to join our ... This is an excellent entry-level opportunity to launch your career in freight brokerage and ...

Circle Logistics

Customer Service Representative

Orlando, FL · On-site

$15 - $20.25/hr

We are seeking a detail-oriented and customer-focused Driver Services Representative to join our ... This is an excellent entry-level opportunity to launch your career in freight brokerage and ...

Circle Logistics

Customer Service Rep

Orlando, FL · On-site

$15 - $20.25/hr

We are seeking a detail-oriented and customer-focused Driver Services Representative to join our ... This is an excellent entry-level opportunity to launch your career in freight brokerage and ...

Circle Logistics

Customer Service Representative

Orlando, FL · On-site

$15 - $20.25/hr

We are seeking a detail-oriented and customer-focused Driver Services Representative to join our ... This is an excellent entry-level opportunity to launch your career in freight brokerage and ...

Green Mountain Transit

$24.10/hr

Customer Service Representative - Call Center (Berlin) Summary Title: Customer Service ... Broker Services Salary Range: Starting wage is $24.10 per hour More about this job > Description ...

GEM

Customer Service Representative - Entry-Level

Norfolk, VA · On-site

$15.50 - $21/hr

... entry-level job with paid training, career growth opportunities, and a supportive team environment? We are currently hiring motivated individuals to join our team as Customer Service Representatives.

GE

Entry-Level Customer Service Representative

Richmond, VA · On-site

$15.75 - $21.50/hr

What You'll Do As an Entry-Level Customer Service Representative , you'll represent our nonprofit partners at exciting live events, community campaigns, and fundraising initiatives. Every day is ...

New

next page

Showing results 1-20

All JobsEntry Level Brokerage Service Representative Jobs

Entry Level Brokerage Service Representative information

See salary details

$13

$20

$28

How much do entry level brokerage service representative jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for entry level brokerage service representative in the United States is $20.01, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $21.15 per hour, depending on experience, location, and employer.
What cities are hiring for Entry Level Brokerage Service Representative jobs? Cities with the most Entry Level Brokerage Service Representative job openings:
What are the most commonly searched types of Brokerage Service Representative jobs? The most popular types of Brokerage Service Representative jobs are:
What states have the most Entry Level Brokerage Service Representative jobs? States with the most job openings for Entry Level Brokerage Service Representative jobs include:
Entry Level Brokerage Service Representative jobs near you
Investment Client Care Brokerage Services Representative

Investment Client Care Brokerage Services Representative

Truist

Orlando, FL

$15 - $20.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Key responsibilities

  • Provide service support via phone to brokerage clients and Financial Advisor assigned account holders, referring complex issues to management as needed.

  • Research account and transaction records to resolve discrepancies, answer questions, or provide documentation on client activities.

  • Assist clients with completing investment forms, transferring funds, and completing distributions.

Truist rating

8.1

Company rating: 8.1 out of 10

Based on 114 frontline employees who took The Breakroom Quiz

47th of 144 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.

EEO is the Law E-Verify IER Right to Work

What Truist employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Truist logo

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

View All Truist Jobs

Apply