Brokerage Client Service Associate

SunTrust Investment Services, Inc.

Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. This includes the authentication of incoming and outgoing client calls. Additional incentive pay is available for this position.

Last checked on May 20, 2026. We may earn a commission when you click through.

The position offers a solid entry point into the finance industry with room for growth, but may not suit those seeking a remote work environment.

✓ Hands-on experience in finance ✓ Opportunity for additional incentive pay ✓ Collaborative work with Financial Advisors

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Brokerage Client Service Associate

SunTrust Investment Services, Inc.

Updated 2 months ago

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Greenwich

The position offers a solid entry point into the finance industry with room for growth, but may not suit those seeking a remote work environment.

About this role

About the Company

SunTrust Investment Services, Inc. is a reputable financial services firm focusing on investment management and client advisory.

Key Highlights

✓ Assist Financial Advisors with client transactions
✓ Prepare financial plans and conduct investment research
✓ Authenticate incoming and outgoing client calls
✓ Incentive pay available for performance

💡 Honest Take: This role is ideal for those looking to gain experience in investment services, but it may involve high-pressure situations.

Pros

✓ Hands-on experience in finance
✓ Opportunity for additional incentive pay
✓ Collaborative work with Financial Advisors
✓ Based in a prestigious location

Cons

✗ Requires dealing with potentially stressful client interactions
✗ In-office work may not appeal to remote job seekers
✗ Salary information is not disclosed

Best For: This position is geared towards recent graduates or those transitioning into finance, particularly in client service roles.

Watch Out: Be prepared for a fast-paced environment and the demands that come with client-facing roles, which can be stressful.

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Expert Review

For those seeking a foothold in the finance sector, the Brokerage Client Service Associate role at SunTrust Investment Services offers an excellent opportunity. This entry-level position supports Financial Advisors by preparing financial plans and executing client trades, providing valuable experience in investment services. The firm emphasizes client interaction, hence the need for strong communication skills.

Potential candidates should note that the role requires authenticating client calls, which can add pressure to daily tasks. This is not just a desk job; it demands quick thinking and responsiveness to client needs, making it ideal for those who thrive in fast-paced settings. Additionally, performance-based incentive pay could boost earnings, although specific salary ranges are not publicly listed.

The Greenwich location is a plus for those looking to work in a prestigious area, but the requirement to be on-site may deter remote job seekers. Overall, this role serves as a stepping stone into the finance industry, but it may not be suitable for everyone. Visit SunTrust's official page for more details on the position and application process.