Wealth Support Specialist II

Truist

Supports Wealth Advisors managing high-net-worth clients with operational requests and relationship management. Delivers a seamless client experience and ensures timely resolution of needs.

Posted 5/31/2026full-timeNashville • Florida, Tennessee, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

banking experiencewealth management solutionslendingcommercial bankingclient record managementappointment schedulingworkflow managementclient request triageadministrative supportreport review

Soft Skills

organizational skillsinterpersonal skillsrelationship managementoral communicationwritten communicationcustomer serviceprofessional etiquetteflexibilityindependent learningresponsiveness to coaching

Tools & Technologies

Microsoft Office

Industry Keywords

high-net-worth clientsclient experienceintegrated relationship managementservice teamspeer-mentorfast-paced environmentclient eventsadministrative functionsworkstreamscommittees

About the role

Key responsibilities & impact

Provides in-office support to Wealth Advisors serving high-net-worth clients
Partners closely with assigned advisor(s) to deliver a seamless client experience
Serves as the primary intake point for client and advisor requests
Manages workflow priorities, triages incoming requests, and coordinates with centralized service teams
Support administrative fitness efforts through review of relevant reports
Support sales and retention efforts by scheduling appointments
Support Integrated Relationship Management activities
Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance
Work closely with the centralized service team
Maintain positive working relationships with various departments
Enter and maintain appropriate client records
Respond to client requests for information and assistance
Assist the advisors with other administrative functions
Continually render responsive and professional personal service
Can attend client events/meetings
Serve as a peer-mentor for WSS I
Participate in workstreams, committees and councils
Able to provide support for multiple advisors and client relationships in a fast-paced environment
Able to work independently and seek guidance as needed

Requirements

What you’ll need

Undergraduate degree or 4+ years of banking experience
Excellent organizational skills
Responsive to coaching
Able to learn independently
Flexible; able to adapt to change
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

Comp & perks

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
no less than 10 days of vacation during first year of employment
10 sick days