Client Advocacy & Resolution Specialist

TalentAlly; Wilson (NC); Hybrid; USD 46,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Savings accounts

Job summary

Truist Financial Corporation is seeking a Client Advocacy specialist to resolve complex client complaints and conduct thorough account research across multiple products. The role blends client communication, back-office coordination and partner collaboration in a hybrid work setting.

You will de-escalate issues, ensure adherence to Truist policies, and contribute to a compliant, client-first service culture on a Monday–Friday first shift schedule with some flexibility in start and end times.

Qualifications

• 2+ years of client or customer facing experience (in person or phone)
• Routine experience with MS Office applications such as Word and Excel
• Excellent command of verbal and written English
• Ability to function effectively on a team with an off-site manager
• Prior experience or willingness to take part in recorded phone calls
• Associate’s degree, or equivalent education and related training or experience
• At least 3 years of experience in financial services or another highly regulated industry
• Experience working with Salesforce

Responsibilities

• Provide resolution and response to client complaints with focus on personal clients who own various products.
• Ensure regulatory compliance and alignment with policies and procedures.
• Manage and work a caseload of complaints through Salesforce and other bank systems.
• Document cases thoroughly and ensure client concerns are addressed timely and professionally.
• Work to address client concerns while demonstrating Truist’s Purpose, Mission and Value systems.
• Be an active participant in ongoing training as the banking landscape changes.
• Prioritize and organize tasks to meet deadlines with high accuracy.

Skills

Problem solving

Customer facing

MS Office

English proficiency

Team collaboration

Phone call recordings

Education

Associate’s degree or equivalent

Tools

Salesforce

Job description

Truist Financial Corporation is seeking a Client Advocacy specialist to resolve complex client complaints and conduct thorough account research across multiple products. The role blends client communication, back-office coordination and partner collaboration in a hybrid work setting.

You will de-escalate issues, ensure adherence to Truist policies, and contribute to a compliant, client-first service culture on a Monday–Friday first shift schedule with some flexibility in start and end times.