Wealth Support & Client Experience Specialist

Truist; Atlanta (GA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid holidays

Vacation days

Job summary

Truist in Atlanta, Georgia is seeking a Client Support Associate to provide in-office support to Wealth Advisors managing high net-worth clients. The role involves prioritizing relationship management activities, scheduling client appointments, and maintaining client records.

The ideal candidate should possess an undergraduate degree or equivalent banking experience, along with excellent organizational and communication skills. This position offers a comprehensive benefits package including medical, dental, and a 401k plan.

Qualifications

• Excellent skills in multitasking across various responsibilities.
• Ability to work independently and seek guidance when needed.
• Strong understanding of banking and wealth management solutions.

Responsibilities

• Provide client support to Wealth Advisors managing high net-worth clients.
• Triage and delegate operational requests to centralized service team.
• Maintain positive relationships with various departments.

Skills

Excellent organizational skills

Relationship management skills

Customer service skills

Proficiency in Microsoft Office applications

Adaptability to change

Education

Undergraduate degree

4+ years of banking experience

Job description

Truist in Atlanta, Georgia is seeking a Client Support Associate to provide in-office support to Wealth Advisors managing high net-worth clients. The role involves prioritizing relationship management activities, scheduling client appointments, and maintaining client records.

The ideal candidate should possess an undergraduate degree or equivalent banking experience, along with excellent organizational and communication skills. This position offers a comprehensive benefits package including medical, dental, and a 401k plan.