Client-Focused Wealth Investment Support Specialist

Truist Wealth; Atlanta (GA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Disability insurance

401k plan

Vacation days (≥10) and sick days (≥10

Paid holidays

Job summary

Truist Wealth is seeking an Investment Support Specialist to provide in-office client and advisor support, interfacing with affluent investment clients and centers of influence. You will assist Investment Managers with administration, coordinate with the Wealth team to deliver high-quality service, and support daily portfolio operations.

The role requires 1–3 years in similar client-service roles, knowledge of deposits and investment products, and strong communication and problem-solving skills.

Qualifications

• Entry Level / 1–3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
• Knowledge of deposits, loan, banking products, and operating systems unique to the line of business, including trusts and investments.
• General knowledge of investment products (stocks, bonds).
• Strong problem-solving skills.
• Excellent interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Exemplary customer service and professional etiquette skills.

Responsibilities

• Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
• Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
• Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations.
• Respond to client requests for information and assistance within appropriate level of authority.
• Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing & maintaining client presentation & marketing materials
• Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction.
• Continually provide responsive and personal service to our Wealth Clients.
• Assist with special projects for the Investment Managers.
• Assist Investment Analyst with compliance exception items.

Skills

Customer service

Interpersonal skills

Communication

Problem solving

Relationship management

Education

Undergraduate degree

Job description

Truist Wealth is seeking an Investment Support Specialist to provide in-office client and advisor support, interfacing with affluent investment clients and centers of influence. You will assist Investment Managers with administration, coordinate with the Wealth team to deliver high-quality service, and support daily portfolio operations.

The role requires 1–3 years in similar client-service roles, knowledge of deposits and investment products, and strong communication and problem-solving skills.