Wealth Support Specialist II: Client Experience Lead

Truist Financial Corporation; Memphis, Northern (TN, KY); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Truist Financial Corporation in Memphis, TN seeks an in-office Wealth Support Associate to provide client and advisor support for a portfolio of high-net-worth clients. You will be the primary intake point for advisor and client requests, triaging and delegating to a centralized service team while maintaining accurate client records.

The role emphasizes on-site collaboration with Wealth Advisors, support for marketing materials, and ensuring timely fulfillment of client requests within Truist’s

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills and ability to manage multiple tasks.
• Responsive to coaching and able to learn independently from guides and training.

Responsibilities

• Prioritize relationship management activities to support client experience and advisor delivery.
• Review reports and keep book management data up to date.
• Schedule appointments and prepare client presentations and materials.
• Triage and delegate client/advisor requests to centralized service team.
• Coordinate with centralized service team to fulfill requests timely.
• Maintain client records and monitor transactions for accuracy.

Skills

Organizational skills

Coaching responsiveness

Independent learning

Flexibility

Prioritization in fast-paced env

Interpersonal skills

Oral and written communication

Travel availability

Banking knowledge

Relationship management

Education

Undergraduate degree or 4+ years banking experience

Tools

Microsoft Office

Job description

Truist Financial Corporation in Memphis, TN seeks an in-office Wealth Support Associate to provide client and advisor support for a portfolio of high-net-worth clients. You will be the primary intake point for advisor and client requests, triaging and delegating to a centralized service team while maintaining accurate client records.

The role emphasizes on-site collaboration with Wealth Advisors, support for marketing materials, and ensuring timely fulfillment of client requests within Truist’s