Front-Office Wealth Support Specialist

Crump Life Insurance Svcs Inc

Memphis (TN)

On-site

USD 42,000 - 68,000

Full time

3 days ago

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Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid time off and holidays

Job summary

Truist Financial Corporation is seeking a Regular or Temporary Wealth Support teammate to assist Wealth Advisors in managing a portfolio of high net-worth clients. The role acts as the primary intake point for advisor and client requests, providing on-site support and coordinating with a centralized service team.

You will help with client onboarding, scheduling, and maintaining materials, while ensuring accurate records and timely responses.

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 training guides and sessions.
Flexible and able to adapt to change.
Strong understanding of banking, lending, commercial and wealth management solutions.
Excellent interpersonal and relationship management skills.
Excellent oral and written communication skills.
Proficiency in Microsoft Office applications.
Exemplary customer service and professional etiquette.
Ability to travel, occasionally overnight.

Responsibilities

Prioritize relationship management activities within the Truist risk framework with focus on client experience.
Review reports and keep book management data up to date.
Schedule appointments and prepare client presentations and marketing materials.
Support wealth advisory operations and referral pathways.
Triage and delegate client and advisor requests to the centralized service team.