Wealth Client Experience Specialist

Truist; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist in Orlando is seeking an organized Wealth Support Associate to provide in-office client and advisor coverage for a team managing high net-worth relationships. You will serve as the primary intake point for requests, support workload management, and triage tasks to a centralized service team.

You'll conduct front-office duties, schedule appointments, prepare client materials, maintain client records, and help ensure timely delivery of services while collaborating with Wealth Advisors and

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to manage multiple tasks simultaneously.
• Responsive to coaching and able to learn via training guides, sessions, and peer coaching.
• Flexible and able to adapt to change in a fast-paced environment.
• Strong understanding of banking, lending, commercial and wealth management solutions.
• Excellent oral and written communication skills.
• Proficiency in Microsoft Office applications.
• Exemplary customer service and professional etiquette.
• Ability to travel, occasionally overnight.

Responsibilities

• Work within the Truist risk framework to prioritize relationship management activities focused on client experience and support of advisor revenue-generating activities.
• Assist sales and retention efforts by scheduling appointments, making follow-up calls, and preparing client presentation and marketing materials.
• Triages and delegates client and advisor operational requests to the centralized service team.
• Maintain client records and monitor transactions for accuracy and timeliness.
• Provide responsive and professional personal service to Wealth clients.
• Attend client events/meetings as needed with leadership approval.
• Support multiple advisors and client relationships in a fast-paced environment.

Skills

Organizational skills

Communication skills

Coachable / receptive to coaching

Independent learner

Adaptability

Time management

Microsoft Office

Client service

Education

Undergraduate degree or equivalent banking experience

Tools

Microsoft Office

Job description

Truist in Orlando is seeking an organized Wealth Support Associate to provide in-office client and advisor coverage for a team managing high net-worth relationships. You will serve as the primary intake point for requests, support workload management, and triage tasks to a centralized service team.

You'll conduct front-office duties, schedule appointments, prepare client materials, maintain client records, and help ensure timely delivery of services while collaborating with Wealth Advisors and