Wealth Advisor Support Specialist

Truist; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid time off

Sick days

Job summary

Truist is seeking a dedicated Wealth Support professional to provide front‑office client and advisor support for a portfolio of high net‑worth clients. You will work with Wealth Advisors to manage intake, prepare materials, and coordinate with a centralized service team to ensure timely processing of transfers, onboarding, and client requests.

The role emphasizes client experience, relationship management, and accurate record-keeping.

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational and multitasking abilities.
• Strong communication and relationship-management skills.
• Proficiency in MS Office and reporting tools.

Responsibilities

• Provide in-office client and advisor support to Wealth Advisors.
• Schedule appointments and prepare client presentations and materials.
• Triage and delegate requests to centralized service team to ensure timely fulfillment.
• Maintain client records and ensure accuracy of transactions.
• Support workload management and client experience initiatives.

Skills

Organizational skills

Interpersonal skills

Communication skills

Relationship management

Multi-tasking

Education

Undergraduate degree or banking experience

Tools

Microsoft Office

Job description

Truist is seeking a dedicated Wealth Support professional to provide front‑office client and advisor support for a portfolio of high net‑worth clients. You will work with Wealth Advisors to manage intake, prepare materials, and coordinate with a centralized service team to ensure timely processing of transfers, onboarding, and client requests.

The role emphasizes client experience, relationship management, and accurate record-keeping.