Wealth Support Specialist

Truist; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist in Orlando is seeking an organized Wealth Support Associate to provide in-office client and advisor coverage for a team managing high net-worth relationships. You will serve as the primary intake point for requests, support workload management, and triage tasks to a centralized service team.

You'll conduct front-office duties, schedule appointments, prepare client materials, maintain client records, and help ensure timely delivery of services while collaborating with Wealth Advisors and

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to manage multiple tasks simultaneously.
• Responsive to coaching and able to learn via training guides, sessions, and peer coaching.
• Flexible and able to adapt to change in a fast-paced environment.
• Strong understanding of banking, lending, commercial and wealth management solutions.
• Excellent oral and written communication skills.
• Proficiency in Microsoft Office applications.
• Exemplary customer service and professional etiquette.
• Ability to travel, occasionally overnight.

Responsibilities

• Work within the Truist risk framework to prioritize relationship management activities focused on client experience and support of advisor revenue-generating activities.
• Assist sales and retention efforts by scheduling appointments, making follow-up calls, and preparing client presentation and marketing materials.
• Triages and delegates client and advisor operational requests to the centralized service team.
• Maintain client records and monitor transactions for accuracy and timeliness.
• Provide responsive and professional personal service to Wealth clients.
• Attend client events/meetings as needed with leadership approval.
• Support multiple advisors and client relationships in a fast-paced environment.

Skills

Organizational skills

Communication skills

Coachable / receptive to coaching

Independent learner

Adaptability

Time management

Microsoft Office

Client service

Education

Undergraduate degree or equivalent banking experience

Tools

Microsoft Office

Job description

Position Summary

Provides in‑office client and advisor support to a team of Wealth Advisors managing a portfolio of high net‑worth clients. Closely works with assigned advisor(s) to meet client needs and objectives, serving as the primary intake point for most requests from advisors and clients. Plays a front‑office role interfacing with clients, supporting workload management, and triaging requests to a centralized service team as appropriate.

Employment Status

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Essential Duties and Responsibilities

• Work within the Truist risk framework to prioritize relationship management activities focused on client experience and support of advisor revenue‑generating activities.
• Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book‑management data.
• Assist sales and retention efforts by scheduling appointments, making follow‑up calls, and preparing client presentation and marketing materials.
• Support Integrated Relationship Management activities by understanding offerings, solutions, and referral pathways.
• Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
• Work closely with the centralized service team to ensure timely fulfillment of client and advisor requests.
• Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new‑client onboarding, client servicing and advisor support.
• Escalate potential at‑risk relationships to advisor or regional managing director.
• Serve as the on‑site local contact for wealth support advisory teammates and leadership.
• Maintain positive working relationships with various departments and individuals supporting Wealth support efforts.
• Enter and maintain client records; monitor transactions and data for accuracy and timeliness; maintain documentation of transactions.
• Respond to client requests for information and assistance within appropriate level of authority.
• Assist advisors with administrative functions that enable quality client interactions and a superior client experience.
• Provide responsive and professional personal service to Wealth clients.
• Attend client events/meetings as needed with leadership approval.
• Serve as a 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 as needed.
• Demonstrate proficiency in specialty‑specific support activities, including servicing a commercial book of business, understanding treasury services, and identifying gaps in service/solution delivery.

Required Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to manage multiple tasks simultaneously.
• Responsive to coaching.
• Ability to learn independently using training guides, virtual and in‑person sessions, and peer‑to‑peer training.
• Flexible and able to adapt to change.
• Ability to identify and focus on top priorities in a fast‑paced environment.
• Strong understanding of banking, lending, commercial and wealth management solutions.
• Excellent interpersonal and relationship‑management skills.
• Excellent oral and written communication skills.
• Proficiency in Microsoft Office applications.
• Exemplary customer service and professional etiquette skills.
• Ability to travel, occasionally overnight.

Preferred Qualifications

• 5 years of prior banking or other financial institution experience.
• Strong fiduciary and investment management knowledge.
• Commercial or specialty‑industry experience for specialty support teammates.

Benefits

All regular teammates working 20+ hours per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Eligible teammates receive a minimum of 10 days of vacation and 10 sick days, prorated by hire date and full‑time or part‑time status, along with paid holidays. Additional benefits may include the defined benefit pension plan, restricted stock units, or a deferred compensation plan, depending on position and division.

EEO Statement

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or any other classification protected by law. Truist is a Drug‑Free Workplace. EEO is the Law. IER Right to Work. E-Verify.