Wealth Client Experience Specialist
Truist
Truist is seeking an In-office Support professional to assist Wealth Advisors serving high-net-worth clients in Dallas, Texas. The role focuses on ensuring a seamless client experience and managing client and advisor requests effectively. Key responsibilities include prioritizing relationship management activities, supporting administrative tasks, and maintaining client data accuracy. Candidates should possess strong organizational and interpersonal skills, along with a relevant degree or banking experience. Successful candidates will also enjoy a range of benefits including medical, dental, and a 401(k) plan. #J-18808-Ljbffr Truist
Vacancy posted 3 days ago
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