Wealth Support Specialist — Client & Advisor Liaison

Truist; Winter Park (FL); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision care

401(k) plan

Paid holidays

Job summary

Truist in Winter Park, FL is seeking a Wealth Support teammate to provide in-office client and advisor support, triage requests, manage workloads, and act as the primary intake point for advisor and client inquiries.

You will collaborate with centralized service teams, maintain client records, prepare materials, and contribute to a superior client experience while upholding risk and compliance standards.

Qualifications

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

Responsibilities

• Provide in-office client and advisor support to Wealth Advisors.
• Triaging and delegating client and advisor operational requests to centralized service teams.
• Schedule appointments, prepare and maintain client presentations and marketing materials.
• Maintain accurate client records and monitor transactions for timeliness and accuracy.

Skills

Organizational skills

Communication skills

Customer service

Microsoft Office

Education

Undergraduate degree or 4+ years banking experience

Job description

Truist in Winter Park, FL is seeking a Wealth Support teammate to provide in-office client and advisor support, triage requests, manage workloads, and act as the primary intake point for advisor and client inquiries.

You will collaborate with centralized service teams, maintain client records, prepare materials, and contribute to a superior client experience while upholding risk and compliance standards.