Wealth Support Specialist II — Front-Office Wealth Ops

Truist; Nashville (TN); Presencial; USD 52.000 - 76.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k

Vacation days

Sick days

Paid holidays

Descripción de la vacante

Truist is seeking a Wealth Support Specialist to provide in-office client and advisor support for a team of Wealth Advisors serving high-net-worth clients. You will act as the primary intake point for advisor and client requests and coordinate with a centralized service team to ensure timely service delivery.

You will manage workloads, assist with scheduling and client communications, and maintain accurate records across banking, investments, and trust operations while upholding Truist's

Formación

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to manage multiple tasks simultaneously.
• Strong interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Proficiency in Microsoft Office applications.

Responsabilidades

• Prioritize relationship management activities with a focus on client experience and advisor support.
• Schedule appointments, follow up with clients, and prepare client presentations and materials.
• Triage and delegate client and advisor operational requests to the centralized service team.
• Maintain accurate client records and monitor transactions for timeliness.
• Collaborate with Wealth advisors and internal teams to ensure timely service delivery.

Conocimientos

Organizational skills

Multitasking

Communication skills

Relationship management

Microsoft Office

Educación

Undergraduate degree or 4+ years banking experience

Herramientas

Microsoft Office

Descripción del empleo

Truist is seeking a Wealth Support Specialist to provide in-office client and advisor support for a team of Wealth Advisors serving high-net-worth clients. You will act as the primary intake point for advisor and client requests and coordinate with a centralized service team to ensure timely service delivery.

You will manage workloads, assist with scheduling and client communications, and maintain accurate records across banking, investments, and trust operations while upholding Truist's