Wealth Support Specialist II: Client Advisor Liaison

NAACPJobFinder; Charlotte (NC); Hybrid; USD 52,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k)

Job summary

Truist Financial Corporation seeks a Wealth Support associate in Charlotte to back Wealth Advisors serving high-net-worth clients. You will act as the front-line intake for client requests and help manage the advisor workflow, ensuring timely responses and accurate client records.

You will collaborate with cross-functional teams to support banking, investments, and trust services while maintaining a superior client experience and adherence to risk and compliance standards.

Qualifications

• Bachelor's degree or 4+ years banking experience.
• Ability to manage multiple priorities in a fast-paced wealth environment.
• Strong written and verbal communication skills.
• Customer service excellence and professional etiquette.
• Willingness to travel occasionally.

Responsibilities

• Prioritize relationship management activities to enhance client experience.
• Review reports and keep book management data up to date.
• Schedule appointments and prepare client presentation materials.
• Support advisory teams with referrals and prospecting.
• Triage client and advisor requests to centralized service teams.
• Maintain accurate client records and monitor transactions.

Skills

Organizational skills

Coaching mindset

Independent learning

Flexibility

Multi-tasking

Relationship management

Communication skills

Microsoft Office

Travel availability

Education

Undergraduate degree

4+ years banking experience

Tools

Microsoft Office applications

Job description

Truist Financial Corporation seeks a Wealth Support associate in Charlotte to back Wealth Advisors serving high-net-worth clients. You will act as the front-line intake for client requests and help manage the advisor workflow, ensuring timely responses and accurate client records.

You will collaborate with cross-functional teams to support banking, investments, and trust services while maintaining a superior client experience and adherence to risk and compliance standards.