Truist Advisory Center Trust Specialist in Atlanta, Georgia
Req ID: R0027450
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Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
Please review the following job description:
POSITION IS REMOTE. CAN BE LOCATED AT ANY LOCATION WITHIN THE FOOTPRINT OF TRUIST. Provide client service to a team of 2-3 Managing Directors, Trust Advisors, Client Advisors and/or Investment Strategists managing a portfolio of high net worth clients with complex (mix of banking, lending and/or investment needs) servicing needs. Primary support activities include proactive client service; onboarding, investment, trust and banking needs, operational processes including account opening/closing/maintenance and wires, proactive sales support activities for sales professionals, development of key partnerships in other businesses. Document handling and preparation of general correspondence to customers (internal memos, financial data and asset record spreadsheets using trust application data), client presentation using Microsoft Office Suite and/or other Private Wealth Management software, and internal committee reports. Will interface with client, typically via telephone however at times in person and with via written communication. Support advisors’ sales and client retention goals, identifying relationship deepening and enhanced client service opportunities. Required relationship skills including recognize relationships at risk and notify the appropriate relationship manager. Strong product and procedural knowledge. Minimum Requirements:College Degree or 5 years previous banking or other
financial institution experience, including 3 to 5 years client support experience.
- Excellent oral and written communication skills.
- Excellent organizational skills with the ability to work on numerous tasks simultaneously.
- Expert Microsoft Office Suite skills.
- Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities.
- Strong knowledge of banking and trust systems. Trains junior Client Support Specialists on systems, industry knowledge, support processes and procedures. Preferred Requirements:Undergraduate degree in Accounting, Finance or
Business. 8 plus years supporting high net worth clients with complex needs.
Demonstrates strong investment, wealth management, treasury services, credit
and deposit knowledge to successfully support a team of advisors with all product
discussions and offerings. Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace. Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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