Wealth Support Specialist II (Houston, Texas)

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st shift (United States of America) Please review the following 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.   1.    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. 2.    Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals) 3.    Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials. 4.    Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways. 5.    Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team. 6.    Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner. 7.    Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support. 8.    Escalate potential at-risk relationships to advisor/regional managing director. 9.    Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10.    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. 11.    Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions. 12.    Respond to client requests for information and assistance within appropriate level of authority. 13.    Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience. 14.    Continually render responsive and professional personal service to Wealth clients 15.    Can attend client events/meetings, as needed, with leadership approval. 16.    Serve as a peer-mentor for WSS I 17.    Participate in workstreams, committees and councils as needed. 18.    Able to provide support for multiple