Job Description
Job Opportunity in Atlanta, GA The position is described below. If you want to apply, please follow the application process. For accessibility assistance, email Accessibility. Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Job Description 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. 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. 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, withdraw