Wealth Support Specialist

Wealth Support Specialist

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

Responsibilities

• Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients
• Closely works with assigned advisor(s) to meet the needs and objectives of the client
• Serve as the primary point of intake for a majority of requests from advisor(s) and clients
• Support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate
• Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience
• 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 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
• 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

Preferred Qualifications

• 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