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Support specialist Jobs in Richmond, VA

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Support specialist • richmond va

Last updated: 5 days ago

Fiduciary Support Specialist II

SunTrust Investment Services, Inc.Richmond, VA, United States
$58,000.00–$70,000.00 yearly
Full-time

Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients.Provide client support to Trust Advisors.Help coord... Show more

Support Associate

Stand Out For Good, IncRichmond, VA
Part-time

Short Pump Town Center - Richmond, VA.Our stores feel like a sanctuary - a place of beauty from the inside out.From welcoming experiences and warm associates to thoughtfully curated products, our b... Show more

Direct Support Professional

Mosaic Pediatric TherapyHenrico, VA, United States
$20.00–$25.00 hourly
Full-time

ABA Therapy Provider For Children With Autism.We are a values-driven company and are dedicated to providing world-class ABA therapy services to our early childhood clients while promoting a positiv... Show more

Inperson_W2_Sharepoint Support Specialist

Tech MarketingRichmond, VA, United States
Full-time

Inperson W2 Sharepoint Support Specialist.The SharePoint Business Support Specialist responds to requests from agency business users for SharePoint 2010 assistance.The role performs 'power-user' ty... Show more

Remote Client Support Specialist

Traveling with MchailaRichmond, Virginia, United States
Remote
Part-time
Quick Apply

We're seeking a motivated Remote Client Care Specialist to provide professional support and assist clients through a structured, team-supported workflow.In this fully remote role, you'll help coord... Show more

Youth Independent Living Evening Support Specialist, PT

Intercept HealthRichmond, VA, USA
$17.00–$20.00 hourly
Full-time
Quick Apply

Evening Support Specialist - Youth QuestNow offering a $2000 sign on bonus!$17-$20/hourThe schedule for this position is primarily late evenings & weekends.This position will be expected to work ou... Show more

Builder Support Representative

WhirlpoolRichmond, VA, United States
Full-time

We are seeking qualified candidates for the position of builder sales analyst within our National Builder Execution team.The location for this role is Virginia.This role is responsible for driving ... Show more

Day Support Counselor

Greater Unity Adult ServicesRichmond, VA, United States
Full-time

Full Time Day Support Counselor.This posting is for a Full Time Day Support Counselor position.Hours would range between 7:30 am - 3:30 pm.Direct supervision and implementation of ISP goals for a g... Show more

Direct Support Professional

Beacon Specialized LivingRichmond, VA, United States
Full-time +1

Join Beacon Specialized Living Where Every Shift Makes a Difference.Are you looking for a meaningful career where your work truly matters? At Beacon Specialized Living, we support adults with inte... Show more

Implementation Support Specialist

Talium AdvisorsRichmond, VA, United States
Full-time

Talium Advisors is searching for an Implementation Specialist who will be responsible for working with external clients throughout the new implementation process.Establishes user accounts and provi... Show more

Direct Support Professional

Community Assistance NetworkHenrico, VA, US
$19.00 hourly
Full-time

In this role, you will make a difference in the lives of individuals with disabilities by enhancing their quality of life.Responsibilities include providing support to service recipients; to carry ... Show more

Field Support Specialist - Food Service Industry

Arise Virtual SolutionsRichmond, Virginia
Full-time
Quick Apply

Provide Field Support for a Leading Food Distributor.This flexible, relationship-focused gig involves local travel to customer locations for appointments during daytime hours, fact-finding, and pro... Show more

Brokerage Operations Trade Support Specialist

TruistRichmond, VA, United States
Full-time +2

The position is described below.Essential Duties and Responsibilities: The following is a summary of the essential functions for this job.Other duties may be performed, both major and minor, which ... Show more

Senior Specialist - Capital Markets Sales & Support

Atlantic Union BankRichmond, VA, United States
Full-time

Capital Markets Sales & Support Senior Specialist.The Capital Markets Sales & Support Senior Specialist (the "Specialist") provides comprehensive operational and client support for specialty groups... Show more

Direct Support Professional

SevitaRichmond, VA, United States
Full-time +1

ResCare Community Living, a part of the Sevita family, provides quality services that empower individuals, enhance independence, and help people live well.Since 1974, we've supported individuals wi... Show more

Residential Support Specialist (RSS)

ALIGN INTEGRATED CARE PLLCSandston, VA, US
$16.50 hourly
Full-time +1

The Residential Support Specialist (RSS) provides direct care, structure, and supervision to residents within the ASAM Level 3.Clinically Managed Low-Intensity Residential Program, as defined by th... Show more

Key Account Support Specialist

Advantage Unified CommerceRichmond, VA, United States
Full-time

Key Account Support Specialist.As a Key Account Support Specialist, you will play a pivotal role in driving client success.Your primary responsibilities will include directing client annual review ... Show more

Incident Management Specialist Launch & Deployment Support

AmpcusRichmond, VA, United States
Full-time

Incident Management Specialist Launch & Deployment Support Job Location: Mclean, VA - Hybrid.Duration: 6 months assignment with the possibility of extension.Job Description: We are seeking an expe... Show more

Direct Support Professional - Day Support

St. Joseph's VillaRichmond, VA, United States
$17.00 hourly
Full-time

Joseph's Villa is currently recruiting Full-Time Direct Support Professionals to join our Day Support Program.Under the direction and supervision of a Program Manager, or Program Director, or Senio... Show more

Direct Support Professional

SOAR365Richmond, VA, USA
Full-time
Quick Apply

About the RoleMake a meaningful difference every day as a Direct Support Professional (DSP) at SOAR365.In this rewarding, full-time role, you'll support children, youth, and adults with disabilitie... Show more

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Fiduciary Support Specialist II

Fiduciary Support Specialist II

SunTrust Investment Services, Inc.Richmond, VA, United States
8 days ago
Salary
$58,000.00–$70,000.00 yearly
Job type
  • Full-time
Job description

Job Title

Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.

Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions
  • Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
  • Utilize various trust systems to affect transactions, monitor accounts, and create reports
  • Respond to client requests for information and assistance within appropriate level of authority
  • Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation
  • Prioritizing fiduciary activities that enable quality client interaction
  • Continually render extraordinarily responsive and personal service to our Wealth Clients
  • Participate in onboarding new teammates and training
  • Assist with special projects for Fiduciary Group Support Leader
  • Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units

Qualifications

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
  • Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
  • Demonstrate strong knowledge of bank policy and procedures
  • Strong problem-solving skills
  • Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
  • Excellent interpersonal and relationship management skills
  • Excellent oral and written communication skills
  • Exemplary customer service and professional etiquette skills
  • Ability to travel, occasionally overnight

Preferred Qualifications:

  • Undergraduate degree
  • Trust School attendee or graduate
  • Fiduciary experience a plus

The annual base salary for this position is $58,000-70,000 per year.