Wealth Support Specialist II (Naples, or Sarasota, FL.)

Truist Financial
Naples
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Experience: 4+ yearsEducation: bachelorsSkills: ["Organizational skills","Coaching responsiveness","Independent learning","Adaptability","Customer service"]

Provide in-office support to Wealth Advisors serving high net-worth clients, acting as the primary intake point for client and advisor requests. Triage and delegate operational needs to a centralized service team, maintain client records and documentation, and support sales/retention efforts through scheduling, follow-ups, and preparation of client materials. Work within Truist’s risk framework, escalate at-risk relationships, and demonstrate proficiency across banking, credit, investments, and trust processes.

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Truist Financial
Truist Financial
2 months ago

Wealth Support Specialist II (Naples, or Sarasota, FL.)

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Last checked: 14 hours agoStatus: Live

Job Summary

Provide in-office support to Wealth Advisors serving high net-worth clients, acting as the primary intake point for client and advisor requests. Triage and delegate operational needs to a centralized service team, maintain client records and documentation, and support sales/retention efforts through scheduling, follow-ups, and preparation of client materials. Work within Truist’s risk framework, escalate at-risk relationships, and demonstrate proficiency across banking, credit, investments, and trust processes.
Location: Naples
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 the primary point of intake and supporting advisor relationship management activities.
  • •Triage and delegate operational requests (e.g., transfers, withdrawals, and account opening/maintenance) to the centralized service team.
  • •Support administrative fitness and book management through review of reports and timely updates to pipelined reports and referrals.
  • •Support sales and retention by scheduling appointments, making follow-up calls, and preparing/maintaining client presentation and marketing materials.
  • •Maintain accurate client records and documentation, respond to client requests within authority, and escalate at-risk relationships to the appropriate leadership.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Undergraduate degree or 4+ years of banking experience.
  • •Excellent organizational skills to manage numerous tasks simultaneously in a fast-paced environment.
  • •Strong understanding of banking, lending, commercial and wealth management solutions.
  • •Excellent interpersonal/relationship management and oral/written communication skills.
  • •Proficiency in Microsoft Office and exemplary customer service/professional etiquette.
Experience:4+ years
Education:Bachelor's
Skills:Organizational skillsCoaching responsivenessIndependent learningAdaptabilityCustomer service
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