Wealth Support Specialist II

Truist•Austin, TX

1d•Onsite

About The Position

This is an evergreen opportunity designed to build a strong talent pipeline for future hiring needs. While there may not be an immediate opening, we are proactively connecting with qualified candidates who are interested in being considered as roles become available. The role provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high-net-worth clients. The individual partners closely with assigned advisor(s) to deliver a high level of service and support client objectives. Serving as the primary point of contact for a majority of advisor and client requests, this role plays a critical front-office function and is often the first touchpoint for client interactions. The teammate helps manage daily workflow, triaging incoming requests and coordinating with a centralized service team to ensure efficient, accurate, and timely resolution of operational needs. This position is ideal for someone who thrives in a client-facing environment, enjoys collaboration, and is motivated by providing exceptional service.

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
For specialty support teammates, commercial or specialty-industry experience

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 (i.e. pipelined reports and referrals)
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 on-boarding/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 and serve as an effective advocate for Wealth clients with other LOBs.
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.
Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
Continually render responsive and professional personal service to Wealth clients
Can 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.
Able to provide support for multiple advisors and client relationships in a fast-paced environment.
Able to work independently and seek guidance as needed.
Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.

Benefits

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
a 401k plan
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
10 sick days (also prorated)
paid holidays
defined benefit pension plan (depending on the position and division)
restricted stock units (depending on the position and division)
deferred compensation plan (depending on the position and division)