Wealth Support Specialist II

Truist Financial
Nashville
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Education: bachelorsSkills: ["Organizational skills","Multitasking","Customer service","Relationship management","Adaptability"]

Provide in-office support to Wealth Advisors serving high-net-worth clients. Serve as a primary intake point for client and advisor requests, triaging and delegating operational items to a centralized service team. Support relationship management, booking data updates, appointment scheduling, follow-ups, and client presentation materials. Maintain accurate client records, monitor transactions and data quality, escalate at-risk relationships, and support multiple advisors in a fast-paced environment.

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Truist Financial
Truist Financial
3 weeks ago

Wealth Support Specialist II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 2 weeks ago

Job Summary

Provide in-office support to Wealth Advisors serving high-net-worth clients. Serve as a primary intake point for client and advisor requests, triaging and delegating operational items to a centralized service team. Support relationship management, booking data updates, appointment scheduling, follow-ups, and client presentation materials. Maintain accurate client records, monitor transactions and data quality, escalate at-risk relationships, and support multiple advisors in a fast-paced environment.
Location: Nashville
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Serve as the primary intake point for client and advisor operational requests and triage/delegate transfers, withdrawals, and account opening/maintenance to a centralized service team.
  • •Support relationship management by prioritizing client experience and advisor-focused revenue and client acquisition activities within the Truist risk framework.
  • •Support administrative fitness by reviewing reports and ensuring timely updates to book management data (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, monitor client transactions and data quality, and respond to client requests within the appropriate level of authority.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •Undergraduate degree or 4+ years of banking experience.
  • •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.
Experience:BankingFinancial services
Education:Bachelor's
Skills:Organizational skillsMultitaskingCustomer serviceRelationship managementAdaptability
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