Wealth Support Specialist II (Greenville, SC.or Asheville NC.)

Truist Financial • Greenville, SC

235d

About The Position

The Wealth Support Specialist II position is based in Greenville, South Carolina, or Asheville, North Carolina. This role provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. The specialist will closely work with assigned advisors to meet the needs and objectives of the clients, serving as the primary point of intake for requests from advisors and clients. The position requires the specialist to support workload management and triage and delegate client and advisor operational requests to a centralized service team as appropriate. The position is regular and requires fluency in English, with a first shift work schedule. The specialist is required to sit in the assigned office location 4 days a week.

Requirements

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Responsive to coaching.
• Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
• Flexible; able to adapt to change.
• Able to identify and focus on top priorities in a fast-paced environment with multiple priorities.
• Strong understanding of banking, lending, commercial and wealth management solutions.
• Excellent interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Proficiency in Microsoft Office applications.
• Exemplary customer service and professional etiquette skills.
• Ability to travel, occasionally overnight.

Nice To Haves

• 5 years of previous banking or other financial institutional experience.
• Strong fiduciary and investment management knowledge.
• Commercial or specialty-industry experience for specialty support teammates.

Responsibilities

• Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor's purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
• Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data.
• Support the sales and retention efforts by scheduling appointments, making follow-up telephone calls, and preparing and maintaining client presentation and marketing materials.
• Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
• Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
• Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
• Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client onboarding/welcome program, client servicing and advisor support.
• Escalate potential at-risk relationships to advisor/regional managing director.
• Serve as the on-site local contact for wealth support advisory org teammates and leadership.
• Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts.
• Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness.
• Respond to client requests for information and assistance within appropriate level of authority.
• Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
• Render responsive and professional personal service to Wealth clients.
• Attend client events/meetings, as needed, with leadership approval.
• Serve as a peer-mentor for WSS I.
• Participate in workstreams, committees and councils as needed.
• Provide support for multiple advisors and client relationships in a fast-paced environment.
• Work independently and seek guidance as needed.
• Demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business.

Benefits

• Medical, dental, vision, life insurance.
• Disability and accidental death and dismemberment insurance.
• Tax-preferred savings accounts.
• 401k plan.
• At least 10 days of vacation during the first year of employment.
• 10 sick days.
• Paid holidays.
• Defined benefit pension plan, restricted stock units, and/or a deferred compensation plan may be available.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree