Wealth Support Specialist II - Atlanta

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

Provide in-office client and advisor support for a team of Wealth Advisors serving high net-worth clients. Act as the primary intake point for client and advisor requests, triaging and delegating operational needs to a centralized service team. Support relationship management, appointment scheduling, follow-ups, report review for book management accuracy, onboarding/welcome activities, and escalation of at-risk relationships, while maintaining client records and exceptional service.

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Truist Financial
Truist Financial
22 hours ago

Wealth Support Specialist II - Atlanta

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Provide in-office client and advisor support for a team of Wealth Advisors serving high net-worth clients. Act as the primary intake point for client and advisor requests, triaging and delegating operational needs to a centralized service team. Support relationship management, appointment scheduling, follow-ups, report review for book management accuracy, onboarding/welcome activities, and escalation of at-risk relationships, while maintaining client records and exceptional service.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Provide in-office client and advisor support, acting as the primary intake point for most requests.
  • •Triage and delegate operational requests (transfers, withdrawals, account opening/maintenance) to the centralized service team.
  • •Support administrative fitness efforts by reviewing reports and ensuring timely book management data updates.
  • •Schedule appointments, make follow-up calls, and prepare/maintain client presentation and marketing materials.
  • •Maintain accurate client records, monitor client transactions/data, respond to information requests, and escalate at-risk relationships.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysRsusPension

Key Requirements

  • •Undergraduate degree or 4+ years of banking experience.
  • •Excellent organizational skills to manage numerous tasks simultaneously.
  • •Ability to learn independently using training guides and virtual/in-person training.
  • •Strong understanding of banking, lending, commercial, and wealth management solutions.
  • •Proficiency in Microsoft Office applications.
Experience:4+ yearsBankingWealth managementFinancial services
Education:Bachelor's
Skills:Organizational skillsAdaptabilityCoaching responsivenessInterpersonal skillsCustomer 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