Wealth Support Specialist II; Gainesville, GA. or Duluth, GA.

Company: Truist Financial
Location: Duluth, GA
Employment Type: Full Time
Date Posted: 12/19/2025

Wealth Support Specialist II (Gainesville, GA. or Duluth, GA.) – Providing in‑office client and advisor support to a team of Wealth Advisors managing a portfolio of high net‑worth clients. The main role is to serve as the primary point of intake for advisor and client requests, triage and delegate operational requests to a centralized service team, and support the workload management and client engagement process.

• Work within the Truist risk framework to prioritize relationship management activities with a focus on client experience and advisor revenue‑generating activities.
• Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book‑management data (e.g., pipelined reports and referrals).
• Support 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 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 onboarding/welcome program, client servicing and advisor support.
• Escalate potential at‑risk relationships to advisor or regional managing director.
• Serve as the on‑site local contact for wealth support advisory organization teammates and leadership.
• Maintain positive working relationships with various departments and individuals who support Wealth support efforts.
• Enter and maintain appropriate client records; monitor client transactions and data for accuracy and timeliness; maintain appropriate documentation.
• Respond to client requests for information and assistance within appropriate level of authority.
• Assist advisors with other administrative functions, prioritizing actions that enable quality client interactions.
• Continuously provide responsive and professional personal service to Wealth clients.
• 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.
• Provide support for multiple advisors and client relationships in a fast‑paced environment.
• Work independently and seek guidance as needed.
• Demonstrate proficiency in specialty‑specific support activities, including servicing a commercial book of business and basic understanding of treasury services.

Required Qualifications:

• Undergraduate degree or 4+ years of banking experience.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Responsive to coaching.
• Ability to learn independently using training guides, virtual and in‑person training sessions, and peer‑to‑peer training.
• Flexible and able to adapt to change.
• Ability 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 occasionally overnight.

Preferred Qualifications:

• 5 years of previous banking or other financial institutional experience.
• Strong fiduciary and investment management knowledge.
• For specialty support teammates, commercial or specialty‑industry experience.

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Benefits offered include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated by date of hire and full‑time/part‑time status) and 10 sick days, plus paid holidays.

Depending on the position and division, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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