Wealth Support Specialist II – Floating, Charlotte/Winter Park/Nashville

Truist

Wealth Support Specialist providing in-office assistance to Wealth Advisors managing high net-worth clients. Supporting operations, client relations, and maintaining client data accuracy.

Posted 6/19/2026full-timeCharlotte • Florida, North Carolina, Tennessee • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

banking experiencewealth management solutionslendingcommercial bankingorganizational skillscustomer service skillsprofessional etiquette

Soft Skills

interpersonal skillsrelationship management skillsoral communication skillswritten communication skillsflexibilityability to learn independentlyresponsiveness to coaching

Tools & Technologies

Microsoft Office

Industry Keywords

client experiencehigh net-worth clientsrisk frameworkadministrative supportsales and retentionservice team collaboration

About the role

Key responsibilities & impact

Provides in-office client and advisor support to a team of Wealth Advisors managing high net-worth clients.
Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience.
Support administrative efforts through review of reports and updates to management data.
Support sales and retention efforts by scheduling appointments, making follow-up calls, and preparing materials.
Triage and delegate requests to the centralized service team.
Collaborate closely with the service team to fulfill requests in a timely manner.
Maintain positive working relationships with various departments to advocate for Wealth clients.
Respond to client requests and assist advisors with administrative functions to enhance client interactions.

Requirements

What you’ll need

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
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 insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Paid time off (minimum of 10 days vacation, 10 sick days)
Paid holidays
Potential for defined benefit pension plan
Restricted stock units
Deferred compensation plan