Wealth Management Client Support Specialist

Truist; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

Truist is seeking an Investment Support Specialist to provide in-office client and advisor support for our Wealth Management team in Atlanta. You will assist Investment Managers, process routine transactions, maintain client records, and prepare client presentations to support high-quality service.

Requirements include 1–3 years in investment-related client service, knowledge of deposits and banking products, strong communication skills, and an undergraduate degree. Equal opportunity employer.

Qualifications

• Entry level / 1–3 years in investment support or fiduciary support roles.
• Knowledge of deposits, loans, banking products, and systems related to investments and trusts.
• General knowledge of stocks and bonds.
• Strong interpersonal and relationship management skills.
• Excellent verbal and written communication skills.
• Exemplary customer service and professional etiquette.

Responsibilities

• Facilitate day-to-day transactional needs for the client base (deposits, distributions, transfers, etc.).
• Enter and maintain client records, monitor transactions, and document activities.
• Utilize trust/investment systems to process transactions, create reports, and prepare client presentations.
• Respond to client information requests within authority level.
• Support sales/retention by scheduling appointments and preparing client materials.
• Assist advisors with administrative tasks to enable quality client interactions.
• Provide responsive service to Wealth Clients.
• Assist with special projects for Investment Managers.
• Assist Investment Analysts with compliance items.

Skills

Client service

Communication skills

Investment knowledge

Problem solving

Education

Undergraduate degree

Job description

Truist is seeking an Investment Support Specialist to provide in-office client and advisor support for our Wealth Management team in Atlanta. You will assist Investment Managers, process routine transactions, maintain client records, and prepare client presentations to support high-quality service.

Requirements include 1–3 years in investment-related client service, knowledge of deposits and banking products, strong communication skills, and an undergraduate degree. Equal opportunity employer.