Wealth Investment Support Specialist II – Client Services

Truist; Greensboro (NC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Vacation and sick days

Paid holidays

Job summary

Truist is seeking an Investment Support Specialist in Greensboro, NC, responsible for providing comprehensive client support for our affluent investment clients. This role involves managing relationships, processing transactions, and maintaining accurate client records.

The ideal candidate will have 3-5 years of relevant experience and a strong foundation in investment products. Benefits include health insurance, a 401k plan, and paid vacation. Join us at Truist to help provide exceptional client service!

Qualifications

• 3-5+ years as an Investment Support Specialist with client service experience.
• Knowledge of banking products and investment products including stocks and bonds.
• Strong problem-solving and communication skills.

Responsibilities

• Manage client relationship activities and assist with transactions.
• Maintain client records and monitor transactions for accuracy.
• Support sales efforts and prepare client presentations.

Skills

Investment Support

Customer Service

Relationship Management

Problem-solving

Communication Skills

Education

Undergraduate Degree

Job description

Truist is seeking an Investment Support Specialist in Greensboro, NC, responsible for providing comprehensive client support for our affluent investment clients. This role involves managing relationships, processing transactions, and maintaining accurate client records.

The ideal candidate will have 3-5 years of relevant experience and a strong foundation in investment products. Benefits include health insurance, a 401k plan, and paid vacation. Join us at Truist to help provide exceptional client service!