Wealth Support Specialist II: Elevate Client Experience

Truist; Charlotte (NC); On-site; USD 51,000 - 106,000; Full time

Benefits offered by this job

Medical benefits

Vacation and holidays

401k plan

Job summary

Truist is seeking an in-office Wealth Support teammate to provide front-office client and advisor support for a team managing a portfolio of high net-worth clients. You will be the primary intake for advisor and client requests, triaging and delegating to a centralized service team while ensuring timely and accurate client records.

The role involves coordinating meetings, supporting marketing materials, and maintaining strong client relationships across departments to deliver a superior client

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Strong organizational and multitasking abilities.
• Excellent interpersonal and written communication skills.
• Proficiency with Microsoft Office applications.

Responsibilities

• Prioritize relationship management activities and support client experience.
• Triage and delegate client and advisor requests to centralized service team.
• Assist advisors with scheduling, follow-ups, and preparing materials.
• Maintain client records and monitor transactions for accuracy.

Skills

Organizational skills

Responsive to coaching

Independent learner

Adaptable

Prioritization

Banking knowledge

Relationship management

Communication skills

MS Office

Customer service

Travel availability

Education

Undergraduate degree or 4+ years of banking experience

Tools

Microsoft Office Suite

Job description

Truist is seeking an in-office Wealth Support teammate to provide front-office client and advisor support for a team managing a portfolio of high net-worth clients. You will be the primary intake for advisor and client requests, triaging and delegating to a centralized service team while ensuring timely and accurate client records.

The role involves coordinating meetings, supporting marketing materials, and maintaining strong client relationships across departments to deliver a superior client