Truist Financial

3 weeks ago

Wealth Investment Support Specialist II (Greensboro, NC.)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Provide in-office client and advisor support for affluent investment clients, handling daily wealth management portfolio administration. Manage client transactions by processing deposits, distributions, transfers, and maintaining accurate client records and documentation. Use trust and investment systems to monitor accounts, create reports, and support client presentations. Respond to client inquiries, assist investment managers with administrative and compliance exception tasks, and support onboarding and special projects for the wealth team.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Facilitate day-to-day transactional needs for the client base, including processing deposits, distributions, payments, and transfers.
•Enter and maintain accurate client records; monitor transactions and client data for timeliness and documentation.
•Use trust and investment systems to affect transactions, monitor accounts, create reports, and prepare client presentations.
•Respond to client requests for information and assistance within the level of authority.
•Support sales and retention efforts by scheduling appointments, conducting follow-up calls, and preparing client presentation and marketing materials.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•3-5+ years as an Investment Support Specialist/Fiduciary Support Specialist or equivalent trust, investment, banking, or financial planning-related client service experience.
•Knowledge of deposits, loans, banking products, and operating systems for trusts and estates.
•General knowledge of investment products including stocks, bonds, options, and derivatives.
•Strong problem-solving skills and excellent interpersonal/relationship management.
•Excellent oral and written communication, with exemplary customer service and professional etiquette.

Experience:3-5 yearsFinancial servicesWealth managementBanking

Skills:Problem-solvingInterpersonalRelationship managementCommunicationCustomer service

Certifications:Securities Industry Essentials (SIE)Trust School Level 1

Languages:English

Tech Stack:Trust systemsInvestment systems

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn

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Truist Financial

3 weeks ago

Wealth Investment Support Specialist II (Greensboro, NC.)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Facilitate day-to-day transactional needs for the client base, including processing deposits, distributions, payments, and transfers.
•Enter and maintain accurate client records; monitor transactions and client data for timeliness and documentation.
•Use trust and investment systems to affect transactions, monitor accounts, create reports, and prepare client presentations.
•Respond to client requests for information and assistance within the level of authority.
•Support sales and retention efforts by scheduling appointments, conducting follow-up calls, and preparing client presentation and marketing materials.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•3-5+ years as an Investment Support Specialist/Fiduciary Support Specialist or equivalent trust, investment, banking, or financial planning-related client service experience.
•Knowledge of deposits, loans, banking products, and operating systems for trusts and estates.
•General knowledge of investment products including stocks, bonds, options, and derivatives.
•Strong problem-solving skills and excellent interpersonal/relationship management.
•Excellent oral and written communication, with exemplary customer service and professional etiquette.

Experience:3-5 yearsFinancial servicesWealth managementBanking

Skills:Problem-solvingInterpersonalRelationship managementCommunicationCustomer service

Certifications:Securities Industry Essentials (SIE)Trust School Level 1

Languages:English

Tech Stack:Trust systemsInvestment systems

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn