BB&T Suntrust Now Truist Wealth Service Specialist in New York, New York
Req ID: R0022123
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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 PWM Division Wealth Management, Legal Specialty Medical Specialty Group advisors managing a portfolio of high net worth clients.
The teammate works closely with assigned advisor(s) to meet the needs and objectives of the client(s), and serve as primary point of intake for all requests from Advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate supports workload management, and triages and delegates client and advisor operational requests to Specialized CSS Team. Primary activities include onboarding, banking needs, support activities for sales professionals, development of key partnerships in other businesses, document handling and preparation of general correspondence to customers (internal memos, financial data and asset record spreadsheets using trust application data), client presentation using Microsoft Office Suite and/or other Private Wealth Management software, and intern al committee reports. Will interface with client, typically via telephone however at times in person and via written communication. Triages and delegates client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to Specialized CSS Team. Works closely with Specialized CSS team to ensure client and advisor requests are fulfilled in a timely manner. Support advisor’s sales and client retention goals, identifying relationship deepening and enhanced client service opportunities. Requires relationship skills including recognize relationships at risk and notify the appropriate relationship manager. Strong product and procedural knowledge. May serve as the local point of contact for the Managing Client Service Consultant or Division Service Manager. Basic Requirements:
Undergraduate degree or equivalent experience.
Excellent oral and written communication skills.
Excellent organizational skills with the ability to work on numerous tasks simultaneously.
Expert Microsoft Office Suite skills.
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 and trust systems.
Trains junior Client Support Specialists on systems, industry knowledge, support processes and procedures.
10 years previous banking or other financial institution experience, including 10 years client support experience Preferred Requirements:
Undergraduate degree in Accounting, Finance or Business
Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings. 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. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
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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