Wealth Client Experience Specialist

Truist; Nashville (TN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid vacation and sick days

Job summary

Truist is seeking a dedicated professional to provide client and advisor support within the Wealth Management team in Nashville, Tennessee. The role involves managing client requests, supporting workload management, and interfacing with a centralized service team.

Ideal candidates should have strong organizational skills and an undergraduate degree or equivalent banking experience. Offering a comprehensive benefits package, Truist values teamwork and client relationships in a supportive environment.

Qualifications

• Strong understanding of banking, lending, commercial, and wealth management solutions.
• Excellent oral and written communication skills.
• Ability to adapt to change.

Responsibilities

• Support the advisor's activities with a focus on client experience.
• Maintain positive working relationships with various departments.
• Enter and maintain appropriate client records and monitor transactions.

Skills

Excellent organizational skills

Interpersonal and relationship management skills

Proficiency in Microsoft Office applications

Customer service and professional etiquette skills

Ability to work in a fast-paced environment

Education

Undergraduate degree or 4+ years of banking experience

Job description

Truist is seeking a dedicated professional to provide client and advisor support within the Wealth Management team in Nashville, Tennessee. The role involves managing client requests, supporting workload management, and interfacing with a centralized service team.

Ideal candidates should have strong organizational skills and an undergraduate degree or equivalent banking experience. Offering a comprehensive benefits package, Truist values teamwork and client relationships in a supportive environment.