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Client Relationship Support Associate

2 months ago

Lexington, Kentucky, United States Truist Financial Corporation Full time

Wealth Support Specialist I

Position Overview:

The Wealth Support Specialist I plays a crucial role in delivering exceptional service to our esteemed clientele. This position involves:

  • Assisting a team of advisors specializing in Wealth, Legal, or Medical sectors who manage a portfolio of affluent clients.
  • Collaborating closely with designated advisors to fulfill client requirements and aspirations, serving as the main point of contact for inquiries.
  • Working with a virtual team to effectively triage and assign operational requests from clients and advisors.
  • Identifying relationships that may require additional attention and alerting the appropriate relationship manager.
  • Fostering positive interactions with various departments and individuals involved in the Wealth management process.
  • Addressing client inquiries for information and support in a timely manner.

Required Qualifications:

  • A bachelor’s degree or a minimum of one year of experience in banking.
  • Outstanding organizational abilities.
  • Adaptability to thrive in a dynamic and fast-paced environment.
  • Fundamental knowledge of banking and lending products.
  • Excellent interpersonal and communication skills.
  • Commitment to exemplary customer service and professional conduct.

Preferred Qualifications:

  • Three years of experience in banking or within a financial institution.
  • Basic understanding of fiduciary responsibilities and investment principles.

Company Overview: Truist Financial Corporation, formed from the merger of BB&T and SunTrust, stands as a leading financial institution in the nation. We are committed to delivering outstanding service to our clients while providing growth opportunities for our employees. Together, we are shaping the future of finance.