Wealth Support Specialist II - Client-Facing Wealth Ops

Gamma Phi Omega International; Atlanta, Northern (GA, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Truist Financial Corporation in the United States seeks a Wealth Support Specialist to provide in-office client and advisor support for a team managing high net-worth clients.

You will be the primary intake contact for advisor and client requests, triaging to a centralized service team and ensuring timely responses. This role supports scheduling, materials preparation, and strong client service delivery.

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to manage multiple tasks.
• Responsive to coaching and eager to learn.
• Able to adapt to change and prioritize in a fast-paced environment.
• Strong understanding of banking, lending, commercial and wealth management solutions.
• Excellent interpersonal and relationship management skills.
• Outstanding written and verbal communication skills.
• Proficient in Microsoft Office applications.

Responsibilities

• Provide in-office client and advisor support to a Wealth Advisors team.
• Triage and delegate client and advisor operational requests to a centralized service team.
• Schedule appointments, follow up by phone, and prepare client presentations and materials.
• Support Integrated Relationship Management activities and client onboarding.
• Maintain client records and monitor transactions for accuracy.
• Escalate potential at-risk relationships to leadership as needed.
• Serve as on-site contact for wealth support teammates and leadership.
• Assist advisors with various administrative functions to enhance client experience.

Skills

Organizational skills

Responsive to coaching

Independent learning

Adaptability

Prioritization

Banking knowledge

Interpersonal skills

Communication

Microsoft Office

Customer service

Travel flexibility

Education

Undergraduate degree

Banking experience (4+ years)

Tools

CRM systems

Job description

Truist Financial Corporation in the United States seeks a Wealth Support Specialist to provide in-office client and advisor support for a team managing high net-worth clients.

You will be the primary intake contact for advisor and client requests, triaging to a centralized service team and ensuring timely responses. This role supports scheduling, materials preparation, and strong client service delivery.