Front-Office Wealth Support Specialist II

Truist; Nashville (TN); On-site; USD 51,000 - 106,000; Full time

Job summary

Truist in Nashville seeks an organized Wealth Support teammate to provide in-office client and advisor support for a portfolio of high net-worth clients. You will triage requests, delegate to a centralized service team, and help with scheduling, materials, and onboarding while maintaining accurate client records.

You will collaborate with advisors, support revenue-generating activities, and ensure timely responses within Truist's risk framework, delivering exceptional client service.

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 using guides and training.
• Flexible; able to adapt to change and prioritize in a fast-paced environment.
• Strong understanding of banking, lending, commercial and wealth management solutions.
• Excellent interpersonal and relationship management skills and communication ability.
• Proficient in Microsoft Office applications and professional etiquette.
• Willingness to travel occasionally as required.

Responsibilities

• Provide in-office client and advisor support to a Wealth Advisors team managing high net-worth clients.
• Serve as primary intake point for requests from advisors and clients; front-office interface with clients.
• Triage and delegate client and advisor requests to centralized service teams; maintain timely fulfillment.
• Schedule appointments, follow up calls, and prepare client presentations and marketing materials.
• Support Integrated Relationship Management through understanding offerings and referral pathways.
• Enter and maintain client records; monitor transactions and maintain documentation.
• Assist advisors with onboarding, onboarding programs, and client servicing.
• Escalate at-risk relationships to advisor or regional managing director and collaborate with leadership.

Skills

Organizational skills

Relationship management

Interpersonal skills

Communication skills

MS Office proficiency

Adaptability

Attention to priorities

Banking knowledge

Customer service

Travel ability

Education

Undergraduate degree or 4+ years banking experience

Job description

Truist in Nashville seeks an organized Wealth Support teammate to provide in-office client and advisor support for a portfolio of high net-worth clients. You will triage requests, delegate to a centralized service team, and help with scheduling, materials, and onboarding while maintaining accurate client records.

You will collaborate with advisors, support revenue-generating activities, and ensure timely responses within Truist's risk framework, delivering exceptional client service.