Wealth Client Experience Specialist

Gamma Phi Omega International; Charlotte (NC); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid sick days

Job summary

Truist Financial Corporation in Charlotte, NC seeks an on-site Wealth Support Associate to provide front-office client and advisor support for a high-net-worth portfolio. You will triage requests, maintain client data, and coordinate with centralized service teams to ensure timely, accurate service and a superior client experience.

The role emphasizes relationship management within the risk framework, handling onboarding, referrals, and marketing materials while supporting multiple advisors and

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 using training guides and sessions.
• Flexible and able to adapt to change in a fast-paced environment with multiple priorities.
• Strong understanding of banking, lending, commercial and wealth management solutions.

Responsibilities

• Provide in-office client and advisor support to wealth advisors and manage a portfolio of high net-worth clients.
• Prioritize relationship management activities within the risk framework while focusing on client experience.
• Schedule appointments, follow up by phone, and prepare client presentations and marketing materials.
• Triage and delegate client and advisor requests to centralized service teams for timely fulfillment.
• Maintain accurate client records and monitor transactions; assist advisors with onboarding and servicing.
• Assist with multiple advisors and client relationships in a fast-paced environment.

Skills

Organizational skills

Interpersonal skills

Communication skills

Relationship management

Customer service

Adaptability

Multitasking

Attention to detail

Education

Undergraduate degree or 4+ years banking experience

Tools

Microsoft Office

Job description

Truist Financial Corporation in Charlotte, NC seeks an on-site Wealth Support Associate to provide front-office client and advisor support for a high-net-worth portfolio. You will triage requests, maintain client data, and coordinate with centralized service teams to ensure timely, accurate service and a superior client experience.

The role emphasizes relationship management within the risk framework, handling onboarding, referrals, and marketing materials while supporting multiple advisors and