Wealth Support Specialist II — Front‑Office Client Concierge

Thecentermemphis; Memphis, Northern (TN, KY); Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

401k plan

Vacation days

Sick days

Paid holidays

Pension plan

Restricted stock units

Deferred compensation plan

Job summary

Truist Financial Corporation in Memphis, TN seeks an on-site Wealth Support Assistant to provide in-office client and advisor support for high net-worth portfolios. You will be the primary intake point for requests and coordinate with a centralized service team to manage transfers, withdrawals, and account maintenance, ensuring timely, accurate client service.

The role emphasizes supporting relationship management within Truist's risk framework, with duties spanning appointment scheduling,

Qualifications

• Undergraduate degree or 4+ years of banking experience.
• Strong organizational skills with multiple tasks.
• Responsive to coaching and feedback.
• Able to learn independently using training resources.
• Flexible and adaptable to change.
• Ability to prioritize in a fast-paced environment with many priorities.
• Solid knowledge of banking, lending, commercial and wealth management.
• Excellent interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Proficient with Microsoft Office applications.
• Customer service excellence and professional etiquette.
• Willingness to travel occasionally.

Responsibilities

• Work within the risk framework to prioritize relationship management and client experience.
• Review reports and keep book management data up to date.
• Schedule appointments, follow up calls, and prepare client materials.
• Understand offerings and referral pathways to support Integrated Relationship Management.
• Triage and delegate requests to centralized service team.
• Collaborate with centralized service to fulfill requests timely.
• Demonstrate proficiency in operational processes across banking products.
• Escalate at-risk relationships to advisor/MD.
• Serve as on-site contact for wealth support teammates and leadership.
• Maintain relationships with departments supporting Wealth clients.
• Enter and maintain client records; monitor transactions and data.
• Respond to client information requests within authority.
• Assist advisors with administrative functions to enable client experience.
• Provide responsive, professional service to Wealth clients.
• Attend client events/meetings as needed.
• Mentor WSS I peers.
• Participate in workstreams and committees as needed.
• Support multiple advisors and client relationships in fast-paced env.
• Work independently and seek guidance as needed.
• Support specialty activities like treasury services and process gaps.

Skills

Organizational skills

Coaching responsiveness

Independent learning

Adaptability

Prioritization

Banking knowledge

Interpersonal skills

Communication skills

Microsoft Office

Customer service

Travel willingness

Multitasking

Education

Undergraduate degree or 4+ years of banking experience

Tools

Microsoft Office applications

Job description

Truist Financial Corporation in Memphis, TN seeks an on-site Wealth Support Assistant to provide in-office client and advisor support for high net-worth portfolios. You will be the primary intake point for requests and coordinate with a centralized service team to manage transfers, withdrawals, and account maintenance, ensuring timely, accurate client service.

The role emphasizes supporting relationship management within Truist's risk framework, with duties spanning appointment scheduling,