Client Success Coordinator

3 weeks ago


Atlanta, Georgia, United States Truist Inc Full time
Job Summary
We are seeking a highly motivated Client Success Coordinator to join our team at Truist Inc. As a key member of the team, you will provide industry-related research and analysis, develop marketing materials, and manage sales pipelines. This role requires a strong analytical mindset, excellent communication skills, and a competitive drive.

Key Responsibilities
Conducting industry and company research, developing pitch materials, contributing to internal deal discussions, generating customized content, and tracking calling and marketing efforts are all key responsibilities of this role. You will work closely with Relationship Managers (RMs) and clients, taking on an increasing level of autonomy as you grow in your role. Key qualifications include a Bachelor's degree, four years of related financial services work experience, and strong analytical skills.

Benefits
Truist Inc. offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates receive a minimum of 10 days of vacation and 10 sick days during their first year of employment, along with paid holidays. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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