Wealth Senior Support Specialist

3 days ago

Atlanta, Georgia, United States Truist Inc Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Senior Support Specialist to join our team at Truist Inc. This role will provide exceptional support to our Wealth, Legal Specialty, or Medical Specialty Group advisors in managing high net worth client portfolios.

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 a positive working relationship with various departments and individuals who 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.
  • Responsible for training Wealth Support Specialists on systems, industry, processes, and procedures.
  • Assist with certain duties when the Region Support Leader is out of office.
  • Lead special projects.
Qualifications
  • Seven years of experience in the role as a Wealth Support Specialist II or equivalent work-related experience.
  • Five years of experience working with High-Net-Worth Clients.
  • 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.
  • Strong knowledge of banking systems.
  • Trains junior Wealth Support Specialists I on systems, industry knowledge, support processes, and procedures.
  • Demonstrate strong all-around product knowledge, deposits, loan products, wealth management, treasury services, operating systems unique to the line of business.
  • Demonstrate strong knowledge of bank policy and procedures.
  • Strong problem-solving skills.
  • Contribute to a positive team environment that fosters cooperation, trust, and group identity.
  • 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
  • Undergraduate Degree.
  • Demonstrate knowledge of Estate, Fiduciary, and Investment concepts.

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 401k plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site.

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.

Truist is a Drug-Free Workplace.

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