Wealth Support Specialist II; Boca Raton, FL

Wealth Support Specialist II (Boca Raton, FL)

Company: Truist Financial

Location: Boca Raton, FL

Employment Type: Full Time

Job Category: Banking, Finance/Economics, Information Technology

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Provides in‑office client and advisor support to a team of Wealth Advisors managing a portfolio of high net‑worth clients. The role serves as the primary point of intake for most requests from advisors and clients, plays a key front‑office role in interfacing with clients, supports workload management, and triages and delegates client and advisor operational requests to a centralized service team as appropriate.

• Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisors 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 work streams, 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

• Undergraduate degree or 4+ years of banking experience
• Excellent organizational skills with the ability to work on numerous tasks simultaneously
• Responsive to coaching
• Able to learn independently using training guides, virtual and in‑person training sessions, and peer‑to‑peer training
• Flexible; able to adapt to change
• Able to identify and focus on top priorities in a fast‑paced environment with multiple priorities
• Strong understanding of banking, lending, commercial and wealth management solutions
• Excellent interpersonal and relationship management skills
• Excellent oral and written communication skills
• Proficiency in Microsoft Office applications
• Exemplary customer service and professional etiquette skills
• Ability to travel,…