Full-Time

Service Finance Account Manager

Posted on 1/3/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Entry, Junior

Boca Raton, FL, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Sales
Customer Service

You match the following Truist's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • High school diploma or equivalent education
  • Knowledge of customer service, sales and consumer finance is essential
  • Strong verbal and written communication skills
  • Excellent organizational skills
  • Excellent customer service skills
  • Ability to multitask and work in a fast paced environment
  • Willingness to learn and train peers
  • Positive and professional attitude
  • Demonstrated proficiency in Microsoft applications and previous CMS experience
Responsibilities
  • Maintain dealer relationships by providing a high level of customer service
  • Provide dealers with friendly, courteous and accurate verbal and written communication
  • Utilize enterprise supported sales management systems to document pertinent dealer information: contact information, number of sales reps, annual revenue, finance volume, and previously used lenders
  • Utilize company sales training, scripts, and strategy to retain performing dealers
  • Update and train dealers on changes to procedures or programs
  • Act as liaison between other departments within Service Finance
  • Perform other related duties and assignments as required and as assigned by supervisor or manager
Desired Qualifications
  • Bachelor’s degree

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces operational costs. The company's goal is to empower RIAs to grow their businesses and enhance the client experience.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

INACTIVE