Wealth Support Specialist II - Client Experience & Ops

Crump Life Insurance Svcs Inc; Winston-Salem (NC); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Paid sick days

Job summary

Truist Financial Corporation in Winston-Salem, NC seeks a dedicated support professional to assist Wealth Advisors managing a high-net-worth client portfolio. You will act as the primary intake point for advisor and client requests, triaging needs and coordinating with a centralized service team to ensure timely service.

The role emphasizes strong organizational, communication, and relationship-management skills, with exposure to banking, investments, and trust services.

Qualifications

• Undergraduate degree or 4+ years banking experience is required.
• Excellent organizational and multitasking abilities are essential.
• Strong oral and written communication skills are expected.
• Proficiency with Microsoft Office applications is required.

Responsibilities

• Prioritize client relationship activities within Truist risk framework.
• Review reports and keep book management data up to date.
• Schedule appointments and prepare client materials for meetings.
• Triage client and advisor requests to the centralized service team.
• Maintain accurate client records and respond to information requests.

Skills

Excellent organizational skills

Excellent interpersonal and relatiosn—

Education

Undergraduate degree or 4+ years banking experience

Tools

Microsoft Office

Job description

Truist Financial Corporation in Winston-Salem, NC seeks a dedicated support professional to assist Wealth Advisors managing a high-net-worth client portfolio. You will act as the primary intake point for advisor and client requests, triaging needs and coordinating with a centralized service team to ensure timely service.

The role emphasizes strong organizational, communication, and relationship-management skills, with exposure to banking, investments, and trust services.