Wealth Operations & Client Experience Specialist

Truist; Georgia; On-site; USD 65,000 - 80,000; Full time

Job summary

Truist is seeking a Wealth Support Associate to provide in-office client and advisor support for a team handling high-net-worth clients. You will act as the primary intake point for requests, triage workloads, and delegate tasks to a centralized service team while ensuring timely, accurate client records and professional service.

You will partner with advisors to understand offerings, support onboarding, and coordinate with various departments to maintain high client satisfaction in a

Qualifications

• Undergraduate degree or 4+ years of banking experience required.
• Demonstrated organizational skills with multitasking ability.
• Responsive to coaching and able to learn via training guides.
• Flexible and able to adapt to change in a fast-paced environment.
• Identify top priorities and manage multiple priorities effectively.
• Strong understanding of banking, lending, commercial and wealth management solutions.
• Excellent interpersonal and relationship management skills.
• Excellent communication skills, both oral and written.
• Proficiency in Microsoft Office applications.
• Willingness to travel occasionally overnight.

Responsibilities

• Prioritize relationship management activities to enhance client experience and support advisor delivery.
• Review reports and keep book management data up to date.
• Schedule appointments, follow up calls, and prepare client materials.
• Assist with relationship management offerings and referral pathways.
• Triage and delegate requests related to transfers, withdrawals, and account maintenance.
• Work with centralized service team to fulfill client/advisor requests timely.
• Demonstrate proficiency in banking, credit, investments, and on-boarding processes.
• Escalate at-risk relationships to advisor/regional leadership.
• Serve as on-site contact for wealth support teammates and leadership.
• Maintain client records and monitor transactions for accuracy.
• Respond to client information requests within authority.
• Assist advisors with administrative tasks to ensure quality client interactions.
• Provide consistent, professional service to wealth clients.
• Attend client events/meetings as needed with leadership approval.
• Act as peer-mentor for WSS I.
• Participate in workstreams, committees, and councils as needed.
• Support multiple advisors and client relationships in a fast-paced environment.
• Work independently and seek guidance when needed.
• Support specialty activities including treasury services and service delivery gaps.

Skills

Excellent interpersonal skills

Excellent oral and written comms

Ability to work on multiple tasks

Responsive to coaching

Able to learn independently

Flexible; adaptable to change

Prioritize in fast-paced environment

Strong relationship management

Customer service orientation

Team collaboration

Microsoft Office applications

Education

Undergraduate degree or 4+ years of banking experience

5 years of banking or financial institution experience

Tools

Microsoft Office

Job description

Truist is seeking a Wealth Support Associate to provide in-office client and advisor support for a team handling high-net-worth clients. You will act as the primary intake point for requests, triage workloads, and delegate tasks to a centralized service team while ensuring timely, accurate client records and professional service.

You will partner with advisors to understand offerings, support onboarding, and coordinate with various departments to maintain high client satisfaction in a