Wealth Client Services Specialist

Crump Life Insurance Svcs Inc; Nashville (TN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision, life

401k plan

Paid vacation and sick days

Job summary

Truist Financial Corporation is seeking an organized and client-focused team member to provide in-office support to Wealth Advisors in Nashville. The role involves serving as the primary intake point for client and advisor requests and coordinating with a centralized service team to ensure timely fulfillment of operational tasks.

The ideal candidate will have a degree or banking experience, strong communication skills, and proficiency with Microsoft Office.

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Excellent oral and written communication skills.
• Proficiency in Microsoft Office applications.

Responsibilities

• Provide in-office client and advisor support to Wealth Advisors.
• Serve as primary intake point for client/advisor requests and triage to centralized service team.
• Schedule appointments and prepare client presentations and marketing materials.
• Maintain client records and ensure timely updates to book management data.
• Support relationship management, client experience, and revenue-generating activities.
• Act as on-site local contact for wealth support advisory organization.

Skills

Organizational skills

Interpersonal skills

Communication skills

Microsoft Office

Education

Undergraduate degree or 4+ years banking experience

Job description

Truist Financial Corporation is seeking an organized and client-focused team member to provide in-office support to Wealth Advisors in Nashville. The role involves serving as the primary intake point for client and advisor requests and coordinating with a centralized service team to ensure timely fulfillment of operational tasks.

The ideal candidate will have a degree or banking experience, strong communication skills, and proficiency with Microsoft Office.