Wealth & Trust Client Support Specialist

Truist Financial; Gainesville (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401(k) plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Financial seeks a client-focused professional to support personal trust administration for a portfolio of affluent clients in Gainesville, FL. You will assist Trust Advisors and coordinate with Wealth team members to deliver high-level service.

Responsibilities include processing routine client transactions, maintaining records, using trust systems, and supporting sales and client meetings while upholding fiduciary standards and dedicated service. Some travel may be required.

Qualifications

• Undergraduate degree or 1+ years of banking experience.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Flexible; able to adapt to change and prioritize in a fast-paced environment with multiple priorities.
• Demonstrate strong knowledge of bank policy and procedures.
• Strong problem-solving skills.
• Contributes to a positive team environment that fosters cooperation, trust and One Team value.
• Excellent interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Exemplary customer service and professional etiquette.
• Ability to travel, occasionally overnight.

Responsibilities

• Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
• Enter and maintain client records including personal trust account administration activities, monitor client transactions and client data for accuracy and timeliness and maintain documentation of client transactions.
• Utilize trust systems to effect transactions, monitor accounts, and create reports.
• Respond to client requests for information and assistance within appropriate level of authority.
• Support sales and retention by scheduling appointments, conducting follow-up calls, and client meeting preparation.
• Prioritize fiduciary activities that enable quality client interaction.
• Assist with special projects for Fiduciary Group Support Leader.
• Continually render responsive and personal service to Wealth Clients.
• Contribute to a positive team environment and act as an effective advocate for Wealth clients with other business units.

Skills

Banking experience

Organizational skills

Adaptability

Policy knowledge

Problem solving

Team collaboration

Interpersonal skills

Communication

Customer service

Travel flexibility

Education

Undergraduate degree or 1+ years banking experience

Job description

Truist Financial seeks a client-focused professional to support personal trust administration for a portfolio of affluent clients in Gainesville, FL. You will assist Trust Advisors and coordinate with Wealth team members to deliver high-level service.

Responsibilities include processing routine client transactions, maintaining records, using trust systems, and supporting sales and client meetings while upholding fiduciary standards and dedicated service. Some travel may be required.