Wealth Support Specialist II - Atlanta

Regular, full-time position. Fluency in English required. 1st shift.

About the role

Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high-net-worth clients. Serves as the primary point of intake for most requests from advisors and clients, playing a key front-office role in client interactions. Works closely with assigned advisor(s) to meet client needs and objectives, supports workload management, and triages and delegates operational requests to a centralized service team as appropriate.

Responsibilities

• Work within the Truist risk framework to prioritize relationship management activities, focusing on client experience and supporting advisor-driven advice delivery, revenue generation, and client acquisition.
• Support administrative efforts by reviewing relevant reports and ensuring timely updates to book management data (e.g., pipelined reports and referrals).
• Support sales and retention efforts by scheduling appointments, making follow-up calls, and preparing and maintaining client presentation and marketing materials.
• Support Integrated Relationship Management through a strong understanding of offerings, solutions, and referral pathways.
• Triage and delegate client and advisor operational requests (transfers, withdrawals, account opening/maintenance) to the centralized service team.
• Collaborate with the centralized service team to ensure timely fulfillment of client and advisor requests.
• Demonstrate proficiency in operational competencies, including banking, credit, investments, trust, new client onboarding, client servicing, and advisor support.
• Escalate potential at-risk relationships to the advisor or regional managing director.
• Serve as the on-site local contact for wealth support advisory teammates and leadership.
• Maintain positive working relationships with departments and individuals supporting Wealth efforts; advocate for Wealth clients across other lines of business.
• Enter and maintain accurate client records; monitor transactions and data for accuracy and timeliness; document client transactions appropriately.
• Respond to client requests for information and assistance within the appropriate level of authority.
• Assist advisors with administrative functions, prioritizing actions that enable quality client interactions and a superior client experience.
• Provide responsive and professional personal service to Wealth clients.
• Attend client events or meetings as needed, with leadership approval.
• Serve as a peer mentor for WSS I teammates.
• Participate in workstreams, committees, and councils as needed.
• Support multiple advisors and client relationships in a fast-paced environment; work independently and seek guidance as needed.
• Demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, understanding treasury services, and identifying process or service delivery gaps.

Requirements

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to manage multiple tasks simultaneously.
• Responsive to coaching and able to learn independently using training guides, virtual/in-person sessions, and peer-to-peer training.
• Flexible and adaptable to change.
• Able to identify and focus on top priorities in a fast-paced environment with competing demands.
• 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.
• Exemplary customer service and professional etiquette.
• Ability to travel occasionally, including overnight stays.

Preferred Qualifications

• 5 years of previous banking or financial institution experience.
• Strong fiduciary and investment management knowledge.
• Commercial or specialty-industry experience (for specialty support roles).

Benefits

All regular teammates (working 20+ hours per week) are eligible for benefits, including:

• Medical, dental, and vision insurance.
• Life insurance, disability, and accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401k plan.
• No less than 10 days of vacation (prorated based on hire date and full-time/part-time status) during the first year, plus 10 sick days and paid holidays.
• Eligibility for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on the position and division.