Wealth Advisor Support Specialist

Kappaalphapsi1911; Charlotte (NC); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist Financial Corporation in the United States seeks an experienced Wealth Support Assistant to provide in-office client and advisor support for high net-worth portfolios. You will be the primary intake contact, triaging requests, coordinating with a centralized service team, and ensuring timely client data updates and documentation.

The role focuses on risk-aware, client-centric service, with opportunities to interact across banking, investments, trust, and onboarding processes.

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

• Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
• Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
• Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
• Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
• Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
• Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
• Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
• Escalate potential at-risk relationships to advisor/regional managing director.
• Serve as the on-site local contact for wealth support advisory org teammates and leadership.
• Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
• Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
• Respond to client requests for information and assistance within appropriate level of authority.
• Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
• Continually render responsive and professional personal service to Wealth clients.
• Can attend client events/meetings, as needed, with leadership approval.
• Serve as a peer-mentor for WSS I.
• Participate in workstreams, committees and councils as needed.
• Able to provide support for multiple advisors and client relationships in a fast-paced environment.
• Able to work independently and seek guidance as needed.
• Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.

Skills

Organizational skills

Interpersonal skills

Communication skills

Microsoft Office

Education

Bachelor's degree or 4+ years banking experience

Tools

Microsoft Office

Job description

Truist Financial Corporation in the United States seeks an experienced Wealth Support Assistant to provide in-office client and advisor support for high net-worth portfolios. You will be the primary intake contact, triaging requests, coordinating with a centralized service team, and ensuring timely client data updates and documentation.

The role focuses on risk-aware, client-centric service, with opportunities to interact across banking, investments, trust, and onboarding processes.