Wealth Support Specialist I

2 months ago

Atlanta, Georgia, United States Truist Financial Corporation Full time

Primary Location :
Atlanta, GA US :
Wealth Support Specialist I - Sports and Entrainment Group

Job Description :
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility or call accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

Please review the following
Job Description:

The Sports & Entertainment Group (SEG) Wealth Support Specialist 1 provides local support to a team of Sports and Entertainment Advisors, managing a portfolio of high net-worth SEG clients. Works closely with assigned team consisting of Sales and Service Consultants, Wealth Advisors, Trust Advisors, Investment Strategists, SEG Financial Planners and leadership, to meet the needs and objectives of the clients.

Truist Sports & Entertainment (SEG) knows that our clients' situations are unique and closely tied to their industry. The combined knowledge of our personal and corporate bankers (vertical strategy) offers a 360' view of the industries we are covering and allow us to give our clients the most informed perspective in order to provide the best solutions. The interconnectivity between the Sports, Music, and Film industries has led to a number of overlapping relationships across Sports & Entertainment's three verticals and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life.ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Will serve as the primary or secondary point of intake for all requests from assigned team, playing a key front-office role in interfacing with clients.

2. The teammate will support workload management, and coordinate various requests through multiple back office channels, in consultation with assigned team. Additionally, will provide guidance to Wealth Support Specialist 1 and assist with onboarding and training new teammates. Proactively provides banking, lending and transactional product support for an average client book containing x amount of clients with x amount of accounts, with a total annual revenue of x.

3. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions to ensure client and advisor requests are fulfilled in a timely manner

4. Respond to client requests for information and assistance within appropriate level of authority while identifying at-risk relationships and communicating to the relationship team

5. Document handling and preparation of general correspondence to customers, preparation of client presentation material using Microsoft Office Suite and/or other Private Wealth Management software, and proactive sales support activities for sales professionals

6. Client onboarding, including account opening/closing/maintenance and wires, with a focus on Risk Management and Compliance

7. Develop and maintain positive working relationships with various departments and individuals who interface with SEG clients and service team members

8. May serve as the primary or secondary point of contact for the Wealth Advisor assigned team

9. Assist the advisors and office with other administrative functions, prioritizing those actions that enable quality client interaction and teammate experiences with a focus on Risk Management and Compliance

10. Continually render extraordinarily responsive and personal service to SEG clients while demonstrating product and procedural expertise

11. Develop and maintain working relationships with assigned clients, their business managers or other client affiliated partners engaged in support of the client's financial needs

12. Trains junior Wealth Support Specialists on systems, industry knowledge, support processes and procedures

QUALIFICATIONS

Required
Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's Degree or 3 or more years of banking or experience

2. Excellent organizational skills with the ability to work on numerous tasks simultaneously with a high attention to detail

3. Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced team environment with multiple priorities

4. Excellent interpersonal and relationship management skills, demonstrating exemplary customer service and professional etiquette

5. Excellent oral and written communication skills

6. Exemplary customer service and professional etiquette skills

7. Expert Microsoft Office Suite skills

8. Strong understanding of banking, lending, investment management solutions, and treasury and payment solutions with a high aptitude for learning new technology

Preferred
Qualifications:

1. Bachelor's Degree in Accounting, Finance or Business

2. 3 or more years supporting Sports and Entertainment clients with complex needs

3. Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

Moving forward.

We're still hiring - it just looks a little different. For safety reasons, we've started using a lot more technology in our interview process. Here's how:

Most interviews will happen digitally with our Modern Hire video tool. If you have technology concerns, please let us know so we can attempt to assist with finding a solution.

If your future position requires an in-person interview or travel, we'll evaluate if it's possible to postpone.

Digital onboarding is an option for many positions. We're still excited for new teammates to join, even if it's virtually.

We are looking for ways to minimize the impact of these uncertain times on applicants' candidacy. We're all in this together.

Estimated Salary: $20 to $28 per hour based on qualifications.

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