Wealth Support Specialist II(Orlando, FL. Atlanta, GA. or Charlotte, NC.)
Truist Financial•Atlanta, GA
312d
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About The Position
This is an in-office position located in Charlotte, Orlando, or Atlanta. The role provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. The teammate will closely work 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 centralized service team as appropriate.
