Wealth Client Experience & Operations Specialist

Truist; Winston-Salem (NC); Vor Ort; USD 52.000 - 70.000; Vollzeit

Benefits dieser Stelle

Medical benefits

Paid time off

401(k) plan

Zusammenfassung

Truist Wealth Management in Winston-Salem, NC seeks an organized team member to provide in-office client and advisor support for high net-worth relationships. You will serve as the primary intake point for advisor and client requests, triaging to a centralized service team and ensuring timely responses.

Responsibilities include coordinating appointments, preparing client presentations, maintaining records, and supporting sales and retention efforts while upholding Truist's risk framework and

Qualifikationen

• 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.
• Strong interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Proficiency in Microsoft Office applications.
• Ability to travel, occasionally overnight.

Aufgaben

• Prioritize relationship management activities within the risk framework and focus on client experience.
• Review reports and keep book management data updated in a timely manner.
• Schedule appointments, follow up calls, and prepare client materials.
• Support relationship management through understanding offerings and referrals.
• Triage and delegate client/advisor requests to the centralized service team.
• Be the on-site local contact for wealth support advisory organization teammates.

Kenntnisse

Relationship management

Organizational skills

Communication skills

Client service

Adaptability

Sales support

Ausbildung

Undergraduate degree

4+ years banking experience

Tools

Microsoft Office

Jobbeschreibung

Truist Wealth Management in Winston-Salem, NC seeks an organized team member to provide in-office client and advisor support for high net-worth relationships. You will serve as the primary intake point for advisor and client requests, triaging to a centralized service team and ensuring timely responses.

Responsibilities include coordinating appointments, preparing client presentations, maintaining records, and supporting sales and retention efforts while upholding Truist's risk framework and