Wealth Support Specialist - Houston
Truist Financial•Houston, TX
344d
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor(s) to meet the needs and objectives of the client, and will serve as the primary point of intake for a majority of requests from Advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a virtual team.
