Wealth Investment Support Specialist I

Truist

Wealth Investment Support Specialist providing support to affluent investment clients and advisors. Facilitating transactional needs and maintaining records for Wealth Management office.

Posted 7/6/2026full-timeAtlanta • North Carolina • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client support and relationship management within the investment sector, with a strong focus on customer service, compliance, and administrative assistance. Proficient in handling transactional needs and maintaining accurate client records while utilizing investment systems.

Highest-signal resume keywords

Client SupportInvestment Products KnowledgeProblem-Solving SkillsInterpersonal SkillsCustomer Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Systems UtilizationClient Record MaintenanceKnowledge of DepositsKnowledge of LoansKnowledge of Banking ProductsGeneral Knowledge of StocksGeneral Knowledge of Bonds

Soft Skills

Excellent Oral CommunicationExcellent Written CommunicationRelationship ManagementProfessional Etiquette

Industry Keywords

Wealth ClientsFiduciary SupportInvestment Support SpecialistCompliance Exception Items

About the role

Key responsibilities & impact

provide in-office client and advisor support interfacing with affluent investment clients
facilitate day-to-day transactional needs of the client base
enter and maintain appropriate client records
utilize various trust and investment systems to affect transactions
respond to client requests for information and assistance
support sales and retention effort by scheduling appointments
assist advisors with other administrative functions
provide responsive and personal service to Wealth Clients
assist with special projects for Investment Managers
assist Investment Analyst with compliance exception items

Requirements

What you’ll need

Entry Level / 1 – 3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist
knowledge of deposits, loan, banking products, and operating systems unique to the line of business
general knowledge of investment products (stocks, bonds)
strong problem-solving skills
excellent interpersonal and relationship management skills
excellent oral and written communication skills
exemplary customer service and professional etiquette skills
undergraduate degree (preferred)

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
10 sick days
paid holidays
potential defined benefit pension plan
restricted stock units
deferred compensation plan