Wealth Portfolio Support Specialist

Truist; Charlotte (NC); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid vacation

Job summary

Truist is seeking an Investment Support Specialist to provide essential front-line support within our Wealth Management regional office in Charlotte. You will assist Investment Managers, handle routine client transactions, maintain records, and prepare client presentations while upholding superior service standards.

The role requires 1–3 years in investment or fiduciary support, knowledge of banking products, and strong communication skills to support affluent clients and collaborate with the

Qualifications

• Entry level to 1–3 years in investment support or fiduciary support roles.
• Knowledge of deposits, loans, banking products, and investment lines.
• General knowledge of stocks and bonds.
• Strong problem-solving and communication skills.
• Excellent interpersonal and customer service etiquette.

Responsibilities

• Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
• Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
• Utilize various trust and investment systems to effect transactions, monitor accounts, create reports and prepare client presentations.
• Respond to client requests for information and assistance within appropriate level of authority.
• Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing & maintaining client presentation & marketing materials.
• Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction.
• Continually provide responsive and personal service to our Wealth Clients.
• Assist with special projects for the Investment Managers.
• Assist Investment Analyst with compliance exception items.

Skills

Investment support

Fiduciary support

Client service

Relationship management

Communication skills

Education

Undergraduate degree

Tools

Investment systems

Job description

Truist is seeking an Investment Support Specialist to provide essential front-line support within our Wealth Management regional office in Charlotte. You will assist Investment Managers, handle routine client transactions, maintain records, and prepare client presentations while upholding superior service standards.

The role requires 1–3 years in investment or fiduciary support, knowledge of banking products, and strong communication skills to support affluent clients and collaborate with the