Wealth Support Specialist II

Company Description Truist Wealth helps clients build wealth, protect assets, and generate income in retirement by offering personalized financial guidance and planning. Clients collaborate closely with Truist Wealth advisors to prioritize their goals and translate them into tailored strategies and solutions. The team supports individuals at every stage of their wealth journey, adapting to changing needs and offering innovative ideas to help them reach their potential. Truist Investment Services, Inc., a wholly owned non-bank subsidiary of Truist Financial Corporation and member FINRA/SIPC, provides securities and insurance products that are not FDIC insured, not bank guaranteed, may lose value, and may not be available in all states. Additional important disclosures are available at Role Description The Wealth Support Specialist II is a full-time, on-site role based in Winston-Salem, NC, supporting advisors and clients with day-to-day wealth management activities. This role assists with account setup and maintenance, processes transactions, and responds to client and advisor inquiries in a timely and accurate manner. The specialist helps resolve operational and technical issues, coordinates documentation and compliance requirements, and ensures data and records are complete and up to date. Responsibilities also include preparing reports and summaries for advisor meetings, monitoring workflows to meet service level standards, and collaborating with internal teams to improve client experience. The role requires consistent, professional communication with clients and colleagues while adhering to Truist Wealth policies and regulatory guidelines. Qualifications Candidates should possess strong Analytical Skills to review client information, identify issues, and support accurate reporting and decision-making. Candidates should possess Technical Support and Troubleshooting skills to navigate wealth platforms, resolve system problems, and assist advisors with operational tools. Candidates should possess Customer Support and Communication skills to respond professionally to client and advisor requests, manage expectations, and provide clear explanations. Relevant skills such as attention to detail, time management, and ability to prioritize multiple tasks in a fast-paced environment. Experience in wealth management, banking, or financial services operations is preferred. Proficiency with office software and CRM or wealth platforms; familiarity with regulatory and compliance standards is beneficial. High school diploma or equivalent required; an associate or bachelor’s degree in business, finance, or a related field is preferred. #J-18808-Ljbffr