Wealth Advisory Support Specialist

Truist; Sarasota (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Paid vacation and sick leave

Job summary

Truist in Sarasota, Florida is seeking a candidate for in-office client support, interfacing with Wealth Advisors. Successful candidates will excel in organizational and interpersonal skills, and possess a strong understanding of banking solutions.

The role involves managing client requests, scheduling appointments, and ensuring timely documentation. Benefit offerings include medical, dental, and retirement plans.

Qualifications

• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Strong understanding of banking, lending, commercial and wealth management solutions.
• Exemplary customer service and professional etiquette skills.

Responsibilities

• Provide client and advisor support to Wealth Advisors.
• Schedule appointments and maintain client presentation materials.
• Triage client operational requests to the centralized service team.

Skills

Organizational skills

Interpersonal skills

Communication skills

Customer service skills

Banking knowledge

Education

Undergraduate degree or 4+ years banking experience

Tools

Microsoft Office

Job description

Truist in Sarasota, Florida is seeking a candidate for in-office client support, interfacing with Wealth Advisors. Successful candidates will excel in organizational and interpersonal skills, and possess a strong understanding of banking solutions.

The role involves managing client requests, scheduling appointments, and ensuring timely documentation. Benefit offerings include medical, dental, and retirement plans.