Wealth Front-Office Support Specialist

Truist; Charlotte (NC); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist, a leading financial services firm in the United States, seeks an organized Wealth Support Specialist to assist Wealth Advisors handling a portfolio of high-net-worth clients. You will be the primary intake point for advisor and client requests and coordinate with a centralized service team.

You will support workload management, triage requests, and ensure timely responses while maintaining accurate client records. Strong communication and banking knowledge are essential for success.

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills and ability to manage multiple tasks.

Responsibilities

• Prioritize relationship management activities within the risk framework with focus on client experience.
• Schedule appointments, follow up with clients, and prepare marketing materials.
• Triage and delegate client and advisor requests to centralized service team.
• Support onboarding, client data accuracy, and documentation of transactions.
• Assist advisors with administrative functions to enable quality client interactions.

Skills

Organizational skills

Client relationship skills

Interpersonal skills

Written and verbal communication

Microsoft Office

Ability to travel occasionally

Education

Undergraduate degree or 4+ years banking experience

Tools

Microsoft Office

Job description

Truist, a leading financial services firm in the United States, seeks an organized Wealth Support Specialist to assist Wealth Advisors handling a portfolio of high-net-worth clients. You will be the primary intake point for advisor and client requests and coordinate with a centralized service team.

You will support workload management, triage requests, and ensure timely responses while maintaining accurate client records. Strong communication and banking knowledge are essential for success.