Front-Office Wealth Support Specialist

Truist; Nashville (TN); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k

Job summary

Truist in Nashville seeks an organized Wealth Support administrative teammate to assist a team of Wealth Advisors managing a portfolio of high net-worth clients. You will be the primary intake point for advisor and client requests and help manage workload and triage to a centralized service team.

You will schedule appointments, prepare client presentations and materials, maintain accurate client records, and support onboarding, client servicing, and advisor assistance while upholding risk and

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Responsive to coaching.
• Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
• Flexible; able to adapt to change.
• Able to identify and focus on top priorities in a fast-paced environment with multiple priorities.
• 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 skills.
• Ability to travel, occasionally overnight.

Responsibilities

• Prioritize relationship management activities within the risk framework to enhance client experience and support advisor delivery.
• Review reports and update book management data to keep records current.
• Schedule appointments, follow up with clients, and prepare marketing materials.
• Understand offerings and referral pathways to support Integrated Relationship Management.
• Triage and delegate operational requests to centralized service teams.
• Collaborate with centralized service to fulfill advisor and client requests promptly.
• Maintain proficiency across banking, credit, investments, and wealth services.

Skills

Organizational skills

Advanced communication

Learning ability

Adaptability

Relationship management

Microsoft Office

Client service mindset

Time management

Team collaboration

Multitasking

Education

Undergraduate degree

Tools

Microsoft Office applications

Job description

Truist in Nashville seeks an organized Wealth Support administrative teammate to assist a team of Wealth Advisors managing a portfolio of high net-worth clients. You will be the primary intake point for advisor and client requests and help manage workload and triage to a centralized service team.

You will schedule appointments, prepare client presentations and materials, maintain accurate client records, and support onboarding, client servicing, and advisor assistance while upholding risk and