Wealth Client Experience & Operations Specialist

Truist Wealth Management in Winston-Salem, NC seeks an organized team member to provide in-office client and advisor support for high net-worth relationships. You will serve as the primary intake point for advisor and client requests, triaging to a centralized service team and ensuring timely responses. Responsibilities include coordinating appointments, preparing client presentations, maintaining records, and supporting sales and retention efforts while upholding Truist's risk framework and #J-18808-Ljbffr