Wealth Support & Client Experience Specialist II
Truist Financial Corporation
Truist is seeking an organized, client-focused Wealth Support Associate to provide in-office support to a team of Wealth Advisors serving high net-worth clients. You will be the primary intake point for advisor and client requests and will triage and delegate workload to a centralized service team. Responsibilities include scheduling, preparing client materials, and maintaining accurate client records while upholding the bank's risk framework and service standards. #J-18808-Ljbffr Truist Financial Corporation
Vacancy posted 3 days ago
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