Wealth Client Services & Advisor Support

Truist; Memphis (TN); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Disability insurance

Job summary

Truist is seeking an in-office Wealth Support Specialist to provide front-office client and advisor support for a portfolio of high net-worth clients. You will be the primary intake point for requests, collaborating with advisors to deliver timely, accurate service and uphold the client experience.

You will triage requests, coordinate with a centralized service team, maintain client records, and assist advisors with meetings and materials, while staying compliant with risk and banking standards.

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Proficiency in Microsoft Office applications.
• Excellent interpersonal and relationship management skills.

Responsibilities

• Prioritize relationship management activities to focus on client experience and revenue-generating activities.
• Review reports and update book management data.
• Schedule appointments, follow up calls, and prepare client presentations and materials.
• Understand offerings and referral pathways.
• Triage and delegate client/advisor requests to the centralized service team.
• Work with the centralized service team to fulfill requests.
• Demonstrate proficiency in banking, credit, investments, trust, onboarding and client servicing.
• Escalate at-risk relationships to advisor/regional leadership.
• Serve as on-site local contact for wealth support teammates and leadership.

Skills

Organizational skills

Communication

Customer service

Learning agility

Attention to detail

Education

Undergraduate degree or 4+ years banking experience

Tools

Microsoft Office

Job description

Truist is seeking an in-office Wealth Support Specialist to provide front-office client and advisor support for a portfolio of high net-worth clients. You will be the primary intake point for requests, collaborating with advisors to deliver timely, accurate service and uphold the client experience.

You will triage requests, coordinate with a centralized service team, maintain client records, and assist advisors with meetings and materials, while staying compliant with risk and banking standards.