Wealth Support Specialist II — Elite Client Services

Truist; Winston-Salem (NC); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan

Paid time off and holidays

Drug-free workplace

Job summary

Truist in Winston-Salem, NC, is seeking an organized Wealth Support Assistant to provide front-office client and advisor support for a portfolio of high net-worth clients. You will be the primary intake point for requests, triaging and delegating to a centralized service team to ensure timely fulfillment.

You will work with advisors to schedule meetings, prepare materials, and maintain client records, while applying knowledge of banking and wealth management solutions to enhance the client

Qualifications

• Undergraduate degree or 4+ years banking experience.
• Excellent organizational and multi-tasking abilities.
• Responsive to coaching and able to learn independently.
• Flexible and able to adapt to change in a fast-paced environment.
• Strong knowledge of banking, lending, commercial and wealth management solutions.
• Excellent interpersonal and relationship management skills.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office applications.
• Exemplary customer service and professional etiquette.
• Ability to travel, occasionally overnight.

Responsibilities

• Prioritize relationship management within Truist's risk framework.
• Review reports and update book management data for timely referrals.
• Schedule appointments, follow up calls, and maintain client presentations.
• Support Integrated Relationship Management with offerings and referrals.
• Triaging and delegating client and advisor requests to centralized teams.
• Collaborate with the centralized service team to fulfill requests timely.
• Demonstrate proficiency across banking, credit, investments, and trust.
• Escalate at-risk relationships to advisors and leadership.
• Serve as on-site local contact for wealth support teammates.
• Maintain client records and monitor transactions for accuracy.

Skills

Organizational skills

Responsive to coaching

Independent learner

Adaptable

Prioritization

Banking knowledge

Relationship management

Communication

MS Office

Customer service

Travel availability

Education

Undergraduate degree or 4+ years banking experience

Tools

MS Office

Job description

Truist in Winston-Salem, NC, is seeking an organized Wealth Support Assistant to provide front-office client and advisor support for a portfolio of high net-worth clients. You will be the primary intake point for requests, triaging and delegating to a centralized service team to ensure timely fulfillment.

You will work with advisors to schedule meetings, prepare materials, and maintain client records, while applying knowledge of banking and wealth management solutions to enhance the client