Wealth Client Experience Specialist

Truist; Nashville (TN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid vacation and sick days

Job summary

Truist seeks an organized, customer-focused professional to provide in-office support to Wealth Advisors managing a portfolio of high net-worth clients. You will be the primary intake contact for advisor and client requests, triaging and delegating to a centralized service team while ensuring timely, accurate processing.

You will assist with workload management, maintain client records, and support onboarding, servicing, and advisor support activities. Occasional travel may be required.

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with ability to handle multiple tasks.
• Responsive to coaching and eager to learn.
• Flexible and able to adapt to change.
• Strong knowledge of banking, lending, commercial and wealth management solutions.
• Excellent interpersonal and relationship management skills.
• Strong written and verbal communication skills.
• Proficient with MS Office applications.
• Exemplary customer service and professional etiquette.
• Willingness to travel occasionally.

Responsibilities

• Prioritize relationship management activities within Truist risk framework.
• Review reports and keep book management data up to date.
• Schedule appointments and prepare client presentation and marketing materials.
• Support Integrated Relationship Management through knowledge of offerings and referrals.
• Triage client and advisor operational requests to centralized service.
• Collaborate with centralized service team to fulfill requests timely.
• Demonstrate proficiency in banking, credit, investments, and wealth services.
• Escalate at-risk relationships to advisor or regional director.
• Serve as on-site local contact for wealth support teammates and leadership.
• Maintain accurate client records and monitor transactions.

Skills

Organizational skills

Relationship management

Oral & written communication

Customer service

Multi-tasking

Prioritization

Adaptability

Attention to detail

Team collaboration

Client onboarding support

Active listening

Education

Undergraduate degree or 4+ years banking experience

Tools

Microsoft Office

Job description

Truist seeks an organized, customer-focused professional to provide in-office support to Wealth Advisors managing a portfolio of high net-worth clients. You will be the primary intake contact for advisor and client requests, triaging and delegating to a centralized service team while ensuring timely, accurate processing.

You will assist with workload management, maintain client records, and support onboarding, servicing, and advisor support activities. Occasional travel may be required.