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Truist Wealth Support Specialist II in Boston, Massachusetts

Req ID: R0044987

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.

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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

  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:

  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

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.

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