Wealth Client Experience Specialist

Truist; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401(k) plan

Job summary

Truist is seeking an organized Wealth Support Specialist to provide in-office client and advisor support for a team handling high net-worth portfolios. You will act as the primary intake point for requests and help triage tasks to a centralized service team, ensuring timely responses and accurate client data.

You will collaborate with advisors to schedule appointments, prepare materials, and maintain effective client communications while upholding risk and compliance standards within Truist's

Qualifications

• Bachelor’s degree or 4+ years of banking experience is required.
• Ability to juggle multiple tasks and stay organized in a fast-paced environment.
• Willingness to learn independently via guides, training sessions, and peer-to-peer support.
• Flexible attitude with capability to adapt to changing priorities.

Responsibilities

• Provide in-office client and advisor support for Wealth Advisors handling high net-worth portfolios.
• Serve as primary intake point for client and advisor requests and triage to centralized service teams.
• Schedule appointments, follow up calls, and prepare client presentations and marketing materials.
• Assist with onboarding, client data maintenance, and bank/account related processes.
• Escalate at-risk relationships to advisor or regional leadership as needed.
• Maintain client records and ensure accuracy of transactions and documentation.

Skills

Organization

Coaching

Independent learning

Adaptability

Prioritization

Relationship management

Communication (oral/written)

Microsoft Office

Education

Undergraduate degree or 4+ years banking experience

Tools

Microsoft Office

Job description

Truist is seeking an organized Wealth Support Specialist to provide in-office client and advisor support for a team handling high net-worth portfolios. You will act as the primary intake point for requests and help triage tasks to a centralized service team, ensuring timely responses and accurate client data.

You will collaborate with advisors to schedule appointments, prepare materials, and maintain effective client communications while upholding risk and compliance standards within Truist's