Wealth Client Experience & Operations Specialist

Truist Wealth; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

AD&D

Tax-advantaged savings accounts

401(k) plan

Job summary

Truist Wealth in Charlotte, NC is seeking an organized administrator to support wealth advisory teams and manage client records, scheduling, and materials preparation. The role focuses on timely, accurate service to enhance the client experience.

Strong communication, MS Office proficiency, and multitasking in a fast-paced environment are essential. You may attend client events and collaborate across departments to support Wealth clients.

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 from guides and training.

Responsibilities

• Prioritize relationship management activities focusing on client experience and advisor support.
• Review reports and maintain accurate book management data and referrals.
• Schedule appointments, make follow-up calls, and prepare client presentations and materials.
• Assist with onboarding, transfers, withdrawals, and account maintenance with centralized service.

Skills

Organizational skills

Interpersonal skills

Written and oral communication

Microsoft Office proficiency

Adaptability

Education

Undergraduate degree

Tools

Microsoft Office

Job description

Truist Wealth in Charlotte, NC is seeking an organized administrator to support wealth advisory teams and manage client records, scheduling, and materials preparation. The role focuses on timely, accurate service to enhance the client experience.

Strong communication, MS Office proficiency, and multitasking in a fast-paced environment are essential. You may attend client events and collaborate across departments to support Wealth clients.