What are the responsibilities and job description for the Wealth Support Specialist position at Truist Wealth?
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.
*This is an in-office position located at 777 Brickell Avenue, Miami, FL*
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 a positive working relationships with various departments and individuals who are designated to support Wealth support efforts and be 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. 7 years in the role as a Wealth Support Specialist or equivalent work-related 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. Strong knowledge of banking systems. Trains junior Wealth Support Specialists I on systems, industry knowledge, support processes and procedures
4. Demonstrate strong all around product knowledge, deposits, loan products, wealth management, treasury services, operating systems unique to line of business
5. Demonstrate strong knowledge of bank policy and procedures
6. Strong problem solving skills
7. Contribute to a positive team environment that fosters cooperation, trust and group identity
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Exemplary customer service and professional etiquette skills
11. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Undergraduate Degree
2. Demonstrate knowledge of Estate, Fiduciary and Investment concepts
