Wealth Support Specialist II: Client & Advisor Concierge

NAACPJobFinder; Atlanta, Northern (GA, KY); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid holidays

Sick days

Job summary

Truist Financial Corporation in Atlanta seeks a Wealth Support Associate to back office support for a team of Wealth Advisors serving high net-worth clients.

You will triage and delegate client and advisor requests, prepare materials for meetings, and help manage pipelines and client data. Strong communication and organizational skills are essential to ensure timely, accurate service.

Qualifications

• 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.

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.
• 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.

Skills

Organizational skills

Interpersonal skills

Written communication

Customer service

Microsoft Office

Adaptability

Prioritization

Multi-tasking

Relationship management

Education

Undergraduate degree

Banking experience (4+ years)

Tools

Microsoft Office Suite

Job description

Truist Financial Corporation in Atlanta seeks a Wealth Support Associate to back office support for a team of Wealth Advisors serving high net-worth clients.

You will triage and delegate client and advisor requests, prepare materials for meetings, and help manage pipelines and client data. Strong communication and organizational skills are essential to ensure timely, accurate service.