Wealth Support Specialist II
Truist
full-time
Posted on:
Location Type: Office
Location: Gainesville • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients
- Works closely with assigned advisor(s) to meet the needs and objectives of the client
- Serves as the primary point of intake for requests from advisor(s) and clients
- Supports workload management, triage, and delegate client and advisor operational requests
- Works within the Truist risk framework to prioritize relationship management activities
- Supports administrative fitness efforts through review of relevant reports
- Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance
- Demonstrates proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support
- Responds to client requests for information and assistance
- Assists advisors with other administrative functions to support a superior client experience
Requirements
- Undergraduate degree or 4+ years of banking experience
- Excellent organizational skills with the ability to work on numerous tasks simultaneously
- Responsive to coaching
- Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training
- Flexible; able to adapt to change
- Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
- Strong understanding of banking, lending, commercial and wealth management solutions
- Excellent interpersonal and relationship management skills
- Excellent oral and written communication skills
- Proficiency in Microsoft Office applications
- Exemplary customer service and professional etiquette skills
- Ability to travel, occasionally overnight.
Benefits
- Medical, dental, vision, life insurance
- Disability insurance
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- No less than 10 days of vacation
- 10 sick days
- Paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
bankingcreditinvestmentstrustclient on-boardingclient servicingoperational competencieswealth management solutions
Soft skills
organizational skillsresponsive to coachingindependent learningflexibilityprioritizationinterpersonal skillsrelationship managementoral communicationwritten communicationcustomer service