Wealth Support Specialist II (Floating- Charlotte/Winter Park/Nashville)

Truist Financial
Nashville, Charlotte
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Experience: 4+ yearsEducation: bachelorsSkills: ["Organizational skills","Coaching responsiveness","Interpersonal skills","Relationship management","Communication"]

Provide in-office client and advisor support for a portfolio of high-net-worth clients, serving as a primary intake point for requests and helping triage operational needs. Partner closely with assigned Wealth Advisors to support relationship management, administrative fitness, appointment scheduling, and follow-ups. Support sales/retention through client outreach and maintaining client records, while escalating at-risk relationships and working with a centralized service team to ensure timely fulfillment.

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Truist Financial
Truist Financial
2 days ago

Wealth Support Specialist II (Floating- Charlotte/Winter Park/Nashville)

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Last checked: 12 hours agoStatus: Live

Job Summary

Provide in-office client and advisor support for a portfolio of high-net-worth clients, serving as a primary intake point for requests and helping triage operational needs. Partner closely with assigned Wealth Advisors to support relationship management, administrative fitness, appointment scheduling, and follow-ups. Support sales/retention through client outreach and maintaining client records, while escalating at-risk relationships and working with a centralized service team to ensure timely fulfillment.
Location: Nashville, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Provide in-office client and advisor support, serving as a primary point of intake for requests.
  • •Work within the Truist risk framework to prioritize relationship management and support client experience.
  • •Support administrative fitness by reviewing reports and ensuring timely updates to book management data.
  • •Schedule appointments and conduct follow-up calls; prepare and maintain client presentation and marketing materials.
  • •Triage and delegate operational requests (e.g., transfers, withdrawals, and account opening/maintenance) to the centralized service team and work to ensure timely fulfillment.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •Undergraduate degree or 4+ years of banking experience.
  • •Excellent organizational skills to manage numerous tasks simultaneously.
  • •Ability to respond to coaching and learn using training guides and sessions.
  • •Flexible and able to adapt to change in a fast-paced environment.
  • •Strong understanding of banking, lending, commercial, and wealth management solutions, with excellent interpersonal and communication skills.
Experience:4+ yearsBankingFinancial servicesWealth management
Education:Bachelor's
Skills:Organizational skillsCoaching responsivenessInterpersonal skillsRelationship managementCommunication
Languages:English
Tech Stack:Microsoft Office

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
WebsiteLinkedIn