Wealth Advisor Support Specialist

Truist; Naples (FL); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

Vacation & sick days

401(k) plan

Job summary

Truist in Naples, FL is seeking an organized Wealth Support Associate to provide in‑office client and advisor support for a portfolio of high net‑worth clients. The role serves as the primary intake point for advisor and client requests, triaging and delegating tasks to a centralized service team to ensure timely delivery.

You will assist with scheduling, client communications, onboarding, and maintenance of client records, while upholding risk and compliance standards within the Truist

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 from training guides and peer sessions.
• Flexible and able to adapt to change while handling multiple priorities.

Responsibilities

• Prioritize relationship management activities within Truist risk framework to enhance client experience and support advisor activities.
• Review reports and keep book management data up to date; manage pipelines and referrals.
• Schedule appointments, follow up with clients, and prepare client presentation and marketing materials.
• Triaging and delegating client and advisor requests related to transfers, withdrawals, and account openings to a centralized service team.
• Maintain timely fulfillment of client and advisor requests with the centralized service team.
• Demonstrate proficiency in operational processes including banking, credit, investments, trust, onboarding, and client servicing.

Skills

Organizational skills

Communication skills

Customer service

Microsoft Office

Travel flexibility

Education

Undergraduate degree or 4+ years banking experience

Job description

Truist in Naples, FL is seeking an organized Wealth Support Associate to provide in‑office client and advisor support for a portfolio of high net‑worth clients. The role serves as the primary intake point for advisor and client requests, triaging and delegating tasks to a centralized service team to ensure timely delivery.

You will assist with scheduling, client communications, onboarding, and maintenance of client records, while upholding risk and compliance standards within the Truist