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    Wealth Support Specialist - Charlotte, United States - Truist Financial Corporation

    Truist Financial Corporation
    Truist Financial Corporation Charlotte, United States

    1 week ago

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    Description

    Primary Location : Charlotte, NC US : **Wealth Support Specialist**

    Job Description : **The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.**

    *If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility or call accommodation requests only; other inquiries won't receive a response).*

    **Regular or Temporary:**

    Regular**Language Fluency:** English (Required)

    **Work Shift:**

    1st shift (United States of America) ****

    ****Please review the following job description:****

    Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor(s) to meet the needs and objectives of the client, and will serve as the primary point of intake for a majority of requests from Advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a virtual team.ESSENTIAL DUTIES AND RESPONSIBILITIES

    Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to a virtual team

    2. Work closely with a virtual team to ensure client and advisor requests are fulfilled in a timely manner

    3. Identify at-risk relationships at risk and notifies the appropriate relationship manager

    4. May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader.

    5. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and is an effective advocate for Wealth clients with other business units

    6. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions

    7. Respond to client requests for information and assistance within appropriate level of authority

    8. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials

    9. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction

    10. Continually render extraordinarily responsive and personal service to Wealth clients

    QUALIFICATIONS

    Required Qualifications:

    The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Undergraduate degree or 1+ years of banking experience

    2. Excellent organizational skills with the ability to work on numerous tasks simultaneously

    3. Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities

    4. Basic understanding of banking & lending solutions

    5. Excellent interpersonal and relationship management skills

    6. Excellent oral and written communication skills

    7. Exemplary customer service and professional etiquette skills

    8. Ability to travel, occasionally overnight Preferred Qualifications:

    1. 3 years of previous banking or other financial institutional experience

    2. Basic Fiduciary and Investment knowledge ***Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.***

    Thank you for your interest in Truist BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

    **Moving forward.**

    We're still hiring - it just looks a little different. For safety reasons, we've started using a lot more technology in our interview process. Here's how:

    Most interviews will happen digitally with our Modern Hire video tool. If you have technology concerns, please let us know so we can attempt to assist with finding a solution.

    If your future position requires an in-person interview or travel, we'll evaluate if it's possible to postpone.

    Digital onboarding is an option for many positions. We're still excited for new teammates to join, even if it's virtually.

    We are looking for ways to minimize the impact of these uncertain times on applicants' candidacy. We're all in this together.

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