Wealth Support Specialist II - Client & Advisor Concierge

Truist; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Truist is seeking an experienced professional to provide in-office client and advisor support for a team handling high-net-worth clients. You will act as the primary intake point for requests, support workload management, and delegate tasks to a centralized service team while maintaining strong client relationships.

Responsibilities include coordinating appointments, preparing materials, and ensuring timely processing of client requests.

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

• Prioritize relationship management activities within the risk framework.
• Review reports and update book management data.
• Schedule appointments and follow-up calls; prepare client materials.
• Triage and delegate operational requests to centralized service team.
• Collaborate with centralized team to fulfill client/advisor requests.
• Maintain client records and monitor transactions for accuracy.
• Support advisors with administrative functions to enable quality client interactions.

Skills

Organizational skills

Relationship management

Communication skills

Microsoft Office

Customer service

Adaptability

Travel flexibility

Education

Undergraduate degree

Tools

Microsoft Office

Job description

Truist is seeking an experienced professional to provide in-office client and advisor support for a team handling high-net-worth clients. You will act as the primary intake point for requests, support workload management, and delegate tasks to a centralized service team while maintaining strong client relationships.

Responsibilities include coordinating appointments, preparing materials, and ensuring timely processing of client requests.