Wealth Client Experience Specialist

Truist; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid vacation and sick days

Professional development opportunities

Job summary

Truist is looking for a dedicated support teammate for Wealth Advisors in Charlotte, NC. The role includes managing client requests, maintaining records, and assisting advisors to enhance client experiences. Candidates should have a strong background in banking or finance and exceptional organizational skills.

Benefits include health insurance, 401(k), vacation, and sick days. Join a supportive team that values client relationships and professional development.

Qualifications

• Excellent organizational skills with ability to manage multiple tasks.
• Strong understanding of banking and wealth management solutions.
• Flexible and adaptable to change with strong communication skills.

Responsibilities

• Provide in-office client support to Wealth Advisors.
• Triage and delegate operational requests to service teams.
• Maintain client records and respond to inquiries promptly.

Skills

Organizational skills

Interpersonal skills

Microsoft Office proficiency

Customer service skills

Education

Undergraduate degree or 4+ years of banking experience

Job description

Truist is looking for a dedicated support teammate for Wealth Advisors in Charlotte, NC. The role includes managing client requests, maintaining records, and assisting advisors to enhance client experiences. Candidates should have a strong background in banking or finance and exceptional organizational skills.

Benefits include health insurance, 401(k), vacation, and sick days. Join a supportive team that values client relationships and professional development.