Job description
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Regular or Temporary:
RegularLanguage 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.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.
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.
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
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.
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