Wealth Support Specialist II

Truist Financial • Jupiter, FL

87d

About The Position

The Wealth Support Specialist II provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. This role involves closely working with assigned advisor(s) to meet the needs and objectives of the client, serving as the primary point of intake for a majority of requests from advisor(s) and clients. The position plays a key front-office role in interfacing with clients and supports workload management by triaging and delegating client and advisor operational requests to a centralized service team as appropriate. The position is located at 777 Brickell Avenue, Miami, FL.

Requirements

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Responsive to coaching and able to learn independently.
• Flexible and able to adapt to change.
• 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

• Support relationship management activities with a focus on client experience and advisor's purpose-driven advice delivery.
• Assist in administrative fitness efforts through review of relevant reports and timely updates to book management data.
• Support sales and retention efforts by scheduling appointments, making follow-up calls, and preparing client presentation materials.
• Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance.
• Work closely with the centralized service team to ensure timely fulfillment of client and advisor requests.
• Demonstrate proficiency in operational competencies including banking, credit, investments, and client servicing.
• Escalate potential at-risk relationships to advisor/regional managing director.
• Maintain positive working relationships with various departments supporting Wealth efforts.
• Enter and maintain appropriate client records and monitor client transactions for accuracy.
• Respond to client requests for information and assistance within appropriate authority.
• Assist advisors with administrative functions to enable quality client interactions.
• 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.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment.
• Tax-preferred savings accounts and a 401k plan.
• No less than 10 days of vacation and 10 sick days during the first year of employment.
• Paid holidays.
• Potential eligibility for defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

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