Truist · 1 day ago
Wealth Support Specialist II ( McLean, VA. or Laurel, MD.)
McLean, VA
Full-time
Onsite
Mid Level
$51K/yr - $106K/yr
4+ years expTruist is a financial services company seeking a Wealth Support Specialist II. This role provides in-office client and advisor support to Wealth Advisors managing high net-worth clients, focusing on meeting client needs and objectives while managing operational requests.
BankingFinanceFinancial Services
Responsibilities
Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities
Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials
Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways
Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team
Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner
Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support
Escalate potential at-risk relationships to advisor/regional managing director
Serve as the on-site local contact for wealth support advisory org teammates and leadership
Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs
Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions
Respond to client requests for information and assistance within appropriate level of authority
Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience
Continually render responsive and professional personal service to Wealth clients
Can attend client events/meetings, as needed, with leadership approval
Serve as a peer-mentor for WSS I
Participate in workstreams, committees and councils as needed
Able to provide support for multiple advisors and client relationships in a fast-paced environment
Able to work independently and seek guidance as needed
Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps
Qualification
Required
Undergraduate degree or 4+ years of banking experience
Excellent organizational skills with the ability to work on numerous tasks simultaneously
Responsive to coaching
Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training
Flexible; able to adapt to change
Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
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 skills
Ability to travel, occasionally overnight
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
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