18 Wealth Client Service Associate Jobs in Boston, MA
Truist Bank is Hiring a Wealth Client Service Associate Near Boston, MA
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)Job Grade:
106Please review the following job description:
Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group 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 virtual team.*Role will sit onsite 4 days per week*
2. Work closely with a virtual team to ensure client and advisor requests are fulfilled in a timely manner
3. Identify at-risk relationships at risk and notifies the appropriate relationship manager
4. May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader
5. Maintain a positive working relationships with various departments and individuals who are designated to support Wealth support efforts and be an effective advocate for Wealth clients with other business units
6. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions
7. Respond to client requests for information and assistance within appropriate level of authority
8. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials
9. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction
10. Continually render extraordinarily responsive and personal service to Wealth clients
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously
3. 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 systems. Trains junior Wealth Support Specialists I on systems, industry knowledge, support processes and procedures
4. Demonstrate strong all around product knowledge, deposits, loan products, wealth management, treasury services, operating systems unique to line of business
5. Demonstrate strong knowledge of bank policy and procedures
6. Strong problem solving skills
7. Contribute to a positive team environment that fosters cooperation, trust and group identity
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Exemplary customer service and professional etiquette skills
11. Ability to travel, occasionally overnight
1. Undergraduate Degree
2. Demonstrate knowledge of Estate, Fiduciary and Investment concepts
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Job Summary
Full Time
Banking
$58k-75k (estimate)
08/13/2023
07/02/2024
truist.com
CHARLOTTE, NC
>50,000
2019
Public
KELLY S KING
$10B - $50B
Banking
Related Companies
About Truist Bank
Truist is a North Carolina-based financial institution that provides personal and commercial banking products and services for individuals and businesses.
The job skills required for Wealth Client Service Associate include Customer Service, Written Communication, Product Knowledge, Problem Solving, Organizational Skills, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Client Service Associate positions, which can be used as a reference in future career path planning. As a Wealth Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Client Service Associate. You can explore the career advancement for a Wealth Client Service Associate below and select your interested title to get hiring information.
