Wealth Support Specialist II

Truist•Winter Park, FL

1d•Onsite

About The Position

Provides in-office support to Wealth Advisors serving high-net-worth clients, acting as a key point of contact for both advisors and clients. Partners closely with assigned advisor(s) to deliver a seamless client experience and support the achievement of client goals. Serves as the primary intake point for client and advisor requests, maintaining a strong front-office presence through direct client interaction. Manages workflow priorities, triages incoming requests, and coordinates with centralized service teams to ensure timely and accurate resolution of operational needs.

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.