Client-Facing Wealth Support Specialist

Truist; Georgia; On-site; USD 58,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Sick days

Paid holidays

Disability insurance

Job summary

Truist in the United States is seeking an organized Wealth Support Associate to provide in-office client and advisor assistance for a high-net-worth portfolio. You will serve as the primary intake point for requests from advisors and clients, supporting front-office operations and a superior client experience.

Responsibilities include triaging requests to a centralized service team, preparing client materials, maintaining records, and ensuring timely fulfillment of transactions across banking,

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Responsive to coaching and able to learn independently from guides and training.
• Strong understanding of banking, lending, and wealth management solutions.

Responsibilities

• Prioritize relationship management activities within the risk framework to enhance client experience and revenue-generating efforts.
• Support scheduling, follow-up calls, and preparation of client presentations and materials.
• Assist with onboarding and documentation for new clients and accounts.
• Triage and delegate operational requests to the centralized service team.
• Maintain accurate client records and monitor transactions for timeliness and accuracy.
• Provide on-site wealth support and coordinate with advisors and leadership.

Skills

Organizational skills

Client service mindset

Communication skills

Multitasking

Travel flexibility

Education

Undergraduate degree or 4+ years banking experience

Tools

Microsoft Office applications

Job description

Truist in the United States is seeking an organized Wealth Support Associate to provide in-office client and advisor assistance for a high-net-worth portfolio. You will serve as the primary intake point for requests from advisors and clients, supporting front-office operations and a superior client experience.

Responsibilities include triaging requests to a centralized service team, preparing client materials, maintaining records, and ensuring timely fulfillment of transactions across banking,