Wealth Client Experience Specialist

Truist Wealth; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental plan

401k plan

Paid time off

Job summary

Truist Wealth is seeking a Regular role in Atlanta to support relationship management and wealth advisory services. You will help drive client experience, coordinate meetings, and prepare presentations while collaborating with the centralized service team.

The role requires strong organizational and communication skills, banking knowledge, and the ability to travel occasionally. Join a team focused on delivering purpose-driven advice and exceptional client service.

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Responsive to coaching.
• Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
• Flexible; able to adapt to change.
• Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
• Strong understanding of banking, lending, commercial and wealth management solutions
• Excellent interpersonal and relationship management skills
• Excellent oral and written communication skills
• Proficiency in Microsoft Office applications
• Exemplary customer service and professional etiquette skills
• Ability to travel, occasionally overnight.

Responsibilities

• Prioritize relationship management activities focusing on client experience and support of the advisor’s purpose-driven advice delivery and revenue-generating activities.
• Review reports and update book management data (e.g., pipelined reports and referrals).
• Schedule appointments, make follow-up calls, and prepare client presentations and marketing materials.
• Support Integrated Relationship Management through understanding offerings and referral pathways.
• Triage and delegate client and advisor operational requests to the centralized service team.
• Work with the centralized service team to fulfill client and advisor requests in a timely manner.
• Demonstrate proficiency in banking, credit, investments, trust, new client onboarding/welcome program, client servicing and advisor support.
• Escalate potential at-risk relationships to advisor/regional managing director.
• Serve as on-site local contact for wealth support advisory org teammates and leadership.
• Maintain client records and monitor transactions for accuracy; document client interactions.

Skills

Relationship management

Client service

Communication skills

Organizational skills

Wealth management knowledge

Learning ability

Problem solving

Team collaboration

Education

Undergraduate degree

Banking experience

Tools

Microsoft Office

Job description

Truist Wealth is seeking a Regular role in Atlanta to support relationship management and wealth advisory services. You will help drive client experience, coordinate meetings, and prepare presentations while collaborating with the centralized service team.

The role requires strong organizational and communication skills, banking knowledge, and the ability to travel occasionally. Join a team focused on delivering purpose-driven advice and exceptional client service.