Wealth Support Specialist

2 days ago


Lexington, Kentucky, United States Truist Financial Corporation Full time

Job Summary

We are seeking a highly skilled and detail-oriented Wealth Support Specialist to join our team at Truist Financial Corporation. As a Wealth Support Specialist, you will play a critical role in providing exceptional client service and support to our team of financial advisors.

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.
  • May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader.
  • Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and be an effective advocate for Wealth clients with other business units.
  • Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
  • Respond to client requests for information and assistance within appropriate level of authority.
  • Support the sales and retention efforts by scheduling appointments, making follow-up telephone calls, and preparing and maintaining client presentation and marketing materials.
  • Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction.
  • Continually render extraordinarily responsive and personal service to Wealth clients.

Qualifications

  • Undergraduate degree or 1+ years of banking experience.
  • Excellent organizational skills with the ability to work on numerous tasks simultaneously.
  • Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities.
  • Basic understanding of banking & lending solutions.
  • Excellent interpersonal and relationship management skills.
  • Excellent oral and written communication skills.
  • Exemplary customer service and professional etiquette skills.
  • Ability to travel, occasionally overnight.

Preferred Qualifications

  • 3 years of previous banking or other financial institutional experience.
  • Basic Fiduciary and Investment knowledge.


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