Wealth Support & Client Relations Specialist

Truist; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Truist is seeking a Regular Wealth Support teammate to provide in-office client and advisor support for a team managing high net-worth clients. You will be the primary intake point for advisor and client requests, collaborating with a centralized service team to triage operational tasks and ensure timely client service.

You will assist with scheduling, follow-up calls, and preparing client materials, while maintaining accurate records and supporting onboarding and client servicing activities

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational and multitasking abilities.
• Excellent oral and written communication skills.
• Strong interpersonal and relationship management abilities.
• Proficiency in Microsoft Office applications.
• Exemplary customer service and professional etiquette.

Responsibilities

• Prioritize relationship management activities within Truist risk framework to enhance client experience.
• Review reports and update book management data for accuracy.
• Schedule appointments, follow up with clients, and prepare client presentations and materials.
• Triage and delegate client/advisor operational requests to centralized service team.
• Support Wealth advisory activities and maintain client records and data.

Skills

Organizational skills

Relationship management

Interpersonal skills

Communication skills

Microsoft Office

Customer service

Adaptability

Education

Undergraduate degree or 4+ years of banking experience

Tools

Microsoft Office

Job description

Truist is seeking a Regular Wealth Support teammate to provide in-office client and advisor support for a team managing high net-worth clients. You will be the primary intake point for advisor and client requests, collaborating with a centralized service team to triage operational tasks and ensure timely client service.

You will assist with scheduling, follow-up calls, and preparing client materials, while maintaining accurate records and supporting onboarding and client servicing activities