Wealth Support Specialist II - Miami, FL.

Wealth Advisor Support Teammate

Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor(s) to meet the needs and objectives of the client, and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate.

Responsibilities include :

• Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor's purpose-driven advice delivery, revenue-generating activities, and client acquisition activities
• Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
• Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials
• Support Integrated Relationship Management activities through good understanding of offerings, solutions and referral pathways
• Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening / maintenance to the centralized service team
• Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner
• Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding / welcome program, client servicing and advisor support
• Escalate potential at-risk relationships to advisor / regional managing director
• Serve as the on-site local contact for wealth support advisory org teammates and leadership
• Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs
• Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions
• Respond to client requests for information and assistance within appropriate level of authority
• Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience
• Continually render responsive and professional personal service to Wealth clients
• Can attend client events / meetings, as needed, with leadership approval
• Serve as a peer-mentor for WSS I
• Participate in workstreams, committees and councils as needed
• Able to provide support for multiple advisors and client relationships in a fast-paced environment
• Able to work independently and seek guidance as needed
• Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service / solution delivery gaps

Required Qualifications :

Preferred Qualifications :