Wealth Support Specialist II — Front-Office Client Liaison

Truist; Atlanta (GA); Sur place; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Holidays

Résumé du poste

Truist Financial Corporation is seeking a Wealth Support Assistant to provide in-office client and advisor support for a portfolio of high net-worth clients. You will serve as the primary intake point for advisor and client requests, coordinating with a centralized service team to triage and delegate tasks while maintaining strong client relationships.

The role supports risk and relationship management, with duties spanning scheduling, data reviews, and ensuring timely delivery of client

Qualifications

• Undergraduate degree or 4+ years of banking experience required.
• Strong organizational and multitasking abilities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and CRM tools is expected.

Responsabilités

• Prioritize relationship management activities focusing on client experience.
• Support book management data reviews and timely updates.
• Schedule meetings, follow up with clients, and prepare marketing materials.
• Triage and delegate client and advisor requests to centralized service teams.
• Maintain accurate client records and respond to inquiries within authority.
• Act as on-site contact for wealth support advisors and leadership.

Connaissances

Organizational skills

Coaching responsiveness

Independent learning

Adaptability

Prioritization

Banking & wealth mgmt knowledge

Relationship management

Communication skills

Microsoft Office

Customer service

Formation

Undergraduate degree or banking experience

Outils

Microsoft Office

Description du poste

Truist Financial Corporation is seeking a Wealth Support Assistant to provide in-office client and advisor support for a portfolio of high net-worth clients. You will serve as the primary intake point for advisor and client requests, coordinating with a centralized service team to triage and delegate tasks while maintaining strong client relationships.

The role supports risk and relationship management, with duties spanning scheduling, data reviews, and ensuring timely delivery of client