Wealth Support Specialist II

Truist Wealth; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

AD&D

Tax-advantaged savings accounts

401(k) plan

Job summary

Truist Wealth in Charlotte, NC is seeking an organized administrator to support wealth advisory teams and manage client records, scheduling, and materials preparation. The role focuses on timely, accurate service to enhance the client experience.

Strong communication, MS Office proficiency, and multitasking in a fast-paced environment are essential. You may attend client events and collaborate across departments to support Wealth clients.

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Responsive to coaching and able to learn independently from guides and training.

Responsibilities

• Prioritize relationship management activities focusing on client experience and advisor support.
• Review reports and maintain accurate book management data and referrals.
• Schedule appointments, make follow-up calls, and prepare client presentations and materials.
• Assist with onboarding, transfers, withdrawals, and account maintenance with centralized service.

Skills

Organizational skills

Interpersonal skills

Written and oral communication

Microsoft Office proficiency

Adaptability

Education

Undergraduate degree

Tools

Microsoft Office

Job description

Regular or Temporary: 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 with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
• Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
• Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
• Support Integrated Relationship Management activities through good understanding of 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 client and advisor requests are fulfilled in a timely manner.
• Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
• Escalate potential at-risk relationships to advisor/regional managing director.
• Serve as the on-site local contact for wealth support advisory org teammates and leadership.
• Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
• Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
• Respond to client requests for information and assistance within appropriate level of authority.
• Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
• Continually render responsive and professional personal service to Wealth clients
• Can 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.
• Able to provide support for multiple advisors and client relationships in a fast-paced environment.
• Able to work independently and seek guidance as needed.
• Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Undergraduate degree or 4+ years of banking experience
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Responsive to coaching
• Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
• Flexible; able to adapt to change.
• Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
• 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 previous banking or other financial institutional experience
• Strong fiduciary and investment management knowledge
• For specialty support teammates, commercial or specialty-industry experience

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
• As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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 other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.