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Client Relationship Support Specialist

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 support to a dedicated team of advisors within the Wealth, Legal Specialty, or Medical Specialty sectors, who manage a diverse portfolio of affluent clients.

Key Responsibilities:

  • Assist clients and advisors by serving as the primary contact for various requests, ensuring that client needs and objectives are met effectively.
  • Collaborate with a virtual team to prioritize and allocate operational requests from clients and advisors.
  • Monitor client relationships to identify potential risks and communicate these to the appropriate relationship manager.
  • Foster positive interactions with various departments and individuals involved in the Wealth initiative.
  • Respond promptly to client inquiries, providing necessary information and assistance.

Required Qualifications:

  • Bachelor's degree or a minimum of 1 year of experience in the banking sector.
  • Strong organizational abilities and attention to detail.
  • Adaptability to thrive in a dynamic, 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:

  • At least 3 years of experience in banking or financial services.
  • Basic understanding of fiduciary responsibilities and investment principles.

Company Overview:

Truist Financial Corporation is the result of the merger between BB&T and SunTrust, establishing itself 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.