Wealth Client Experience Specialist

Truist Financial Corporation; Naples (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation and holidays

Sick days

Job summary

Truist Financial Corporation seeks an organized Wealth Support Associate to provide in-office client and advisor support for a team of Wealth Advisors managing high net-worth portfolios.

You will be the primary intake point for advisor and client requests, triaging and delegating to a centralized service team, while coordinating appointments and preparing client materials. Strong banking knowledge and client-service orientation are essential.

Qualifications

• Undergraduate degree or 4+ years banking experience.
• Strong organizational skills with ability to juggle multiple tasks.
• Responsive to coaching and able to learn from training guides and peers.
• Flexible and adaptable to change in a fast-paced environment.
• Identify priorities effectively amidst multiple responsibilities.
• Solid understanding of banking, lending, commercial and wealth management solutions.
• Excellent interpersonal and relationship management skills.
• Clear oral and written communication; proficient in MS Office.
• Willingness to travel occasionally for client meetings or events.

Responsibilities

• Provide in-office client and advisor support to Wealth Advisors managing high net-worth portfolios.
• Serve as primary intake point for advisor and client requests; triage and delegate to centralized service team.
• Schedule appointments, perform follow-ups, and prepare client presentations and marketing materials.
• Support relationship management activities and understanding of offerings and referral pathways.
• Escalate at-risk relationships to advisor or regional leadership.
• Maintain client records and monitor transactions for accuracy and timeliness.
• Assist advisors with other administrative tasks to enable high-quality client interactions.
• Participate in workstreams, committees, and events as needed.

Skills

Organizational skills

Multitasking

Coaching

Independent learning

Adaptability

Banking knowledge

Wealth management understanding

Communication skills

MS Office proficiency

Customer service

Travel flexibility

Education

Undergraduate degree or 4+ years banking experience

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks an organized Wealth Support Associate to provide in-office client and advisor support for a team of Wealth Advisors managing high net-worth portfolios.

You will be the primary intake point for advisor and client requests, triaging and delegating to a centralized service team, while coordinating appointments and preparing client materials. Strong banking knowledge and client-service orientation are essential.