Client Onboarding & Implementation Lead

Truist Wealth; Oak Ridge (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Truist Wealth is seeking a Client Onboarding Advisor I to coordinate and lead client implementation efforts for new and maintenance of less‑complex Wholesale Payment services. You will ensure timely, high‑quality client experiences and act as the primary liaison among clients, internal operations, and various stakeholders.

The role emphasizes applying knowledge and exceptional client service to execute requests, while collaborating with client representatives and internal teams to manage

Qualifications

• Bachelor’s Degree in a business-related field or equivalent education and related training.
• Three+ years in banking, basic project management, or other related industry experience.
• Demonstrated ability to work effectively to prioritize, satisfy client needs and provide a best‑in‑class client experience.
• Strong verbal and written communication skills – including the ability to be proactive and adapt messaging based on the audience.
• Ability to manage and negotiate with clients and vendor and alliance relationships.
• Solid interpersonal skills and an ability to build relationships and leverage networks.
• Strong analytical, organizational, and decision‑making skills to objectively assess situations and make informed decisions.
• Ability to adapt strategically to evolving market demands, technology, and internal initiatives, catalyzing new approaches to improve results.
• In‑depth knowledge of standard/common Wholesale Payments solutions and some complex services.
• Diligent, flexible, and detail‑oriented, with strong organizational skills
• Proficient in MS Excel, MS Office, Internet, and MS Outlook

Responsibilities

• Generally assigned small- to mid‑sized, less‑complex clients, accounts, projects, or internal relationships.
• Acts autonomously on most decisions. Requires guidance on more complex judgements.
• Communicates with clients, teammates, and other personnel regarding all aspects of implementation efforts.
• Functions as the primary liaison between the client, internal operations, and other areas throughout the implementation cycle.
• Utilizes internal and external business resources to resolve issues effectively, maintain deadlines, and meet client needs.
• Provides visibility and transparency regarding implementation status to the client and the client’s deal/coverage team throughout the process.
• Documents all client interactions and relevant information in an accurate and timely manner.
• Adheres to documentation requirements, policies, and procedures.
• Maintains partnerships with peers in department and immediate supervisor, with some exposure to other stakeholders.
• Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business partners.
• Uses good judgment to balance client needs, internal processes, and a variety of other contingencies/considerations.
• Employs some problem‑solving capabilities to offer solutions.

Skills

Verbal communication

Written communication

Client relationship management

Analytical thinking

Organizational skills

Decision making

Education

Bachelor’s degree in business-related field

Tools

MS Excel

MS Office

Internet

MS Outlook

Job description

Truist Wealth is seeking a Client Onboarding Advisor I to coordinate and lead client implementation efforts for new and maintenance of less‑complex Wholesale Payment services. You will ensure timely, high‑quality client experiences and act as the primary liaison among clients, internal operations, and various stakeholders.

The role emphasizes applying knowledge and exceptional client service to execute requests, while collaborating with client representatives and internal teams to manage