Wealth Support & Client Experience Specialist II

Truist; Atlanta (GA); On-site; USD 52,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Truist is seeking an organized, client-focused Wealth Support Associate to provide in-office support to a team of Wealth Advisors serving high net-worth clients. You will be the primary intake point for advisor and client requests and will triage and delegate workload to a centralized service team.

Responsibilities include scheduling, preparing client materials, and maintaining accurate client records while upholding the bank's risk framework and service standards.

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational and multitasking abilities.
• Strong communication and interpersonal skills.
• Proficiency with Microsoft Office.

Responsibilities

• Prioritize relationship management activities with focus on client experience.
• Schedule appointments and prepare client presentations.
• Triage and delegate operational requests to centralized service team.
• Support advisors across banking, investments, trust, and wealth management.
• Maintain accurate client records and respond to information requests.

Skills

Relationship management

Organizational skills

Interpersonal skills

Written and verbal communication

MS Office

Education

Undergraduate degree

4+ years banking experience

Tools

MS Office

Job description

Truist is seeking an organized, client-focused Wealth Support Associate to provide in-office support to a team of Wealth Advisors serving high net-worth clients. You will be the primary intake point for advisor and client requests and will triage and delegate workload to a centralized service team.

Responsibilities include scheduling, preparing client materials, and maintaining accurate client records while upholding the bank's risk framework and service standards.