Wealth Client Service Associate
1 week ago
We are seeking a highly skilled and experienced Wealth Client Service Associate to join our team at Truist Inc. As a key member of our Wealth Support team, you will play a critical role in providing exceptional client service and support to our high net-worth clients.
Key Responsibilities- Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to a virtual team
- Work closely with a virtual team to ensure client and advisor requests are fulfilled in a timely manner
- Identify at-risk relationships and notify the appropriate relationship manager
- Maintain a positive working relationship with various departments and individuals who support Wealth support efforts
- Enter and maintain accurate client records, monitor client transactions, and maintain documentation of client transactions
- Respond to client requests for information and assistance within the appropriate level of authority
- Support sales and retention efforts by scheduling appointments, making follow-up calls, and preparing client presentation and marketing materials
- Assist advisors with administrative functions, prioritizing those that enable quality client interaction
- 7+ years of experience in a Wealth Support Specialist or equivalent role
- Excellent organizational skills with the ability to work on multiple tasks simultaneously
- Flexible and able to adapt to change, with a focus on top priorities in a fast-paced environment
- Strong knowledge of banking systems and ability to train junior Wealth Support Specialists
- Demonstrate strong product knowledge, including deposits, loan products, wealth management, and treasury services
- Strong problem-solving skills and ability to contribute to a positive team environment
- Excellent interpersonal and relationship management skills, with excellent oral and written communication skills
- Exemplary customer service and professional etiquette skills
As a regular teammate working 20 hours or more per week, you will be eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. You will also receive no less than 10 days of vacation and 10 sick days during your first year of employment, along with paid holidays.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
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