Wealth Solutions Associate

The Wealth Solutions Associate is an extension of the client's in-market team committed to providing a differentiated servicing and problem resolution experience to assigned Wealth clients via virtual delivery, i.e. telephone, email, chat, etc. Work in a complex, team-oriented and fast paced environment acting as liaison between clients, Wealth teams, and other internal partners to deliver a seamless and integrated servicing approach to client's high net-worth clients.

Key Responsibilities:

• Primary service and problem resolution support for Truist Wealth clients and advisors via phone and electronic service requests.

• Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes.

• Ability to find specialized solutions for clients that have more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework.

• Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients.

• Execute day to day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy meeting specified service level agreements, i.e. transfers, overdrafts, etc.

• Facilitate wire agreements and time sensitive wire requests for Truist Wealth clients which requires the ability to execute a complex process with high attention to detail.

• Enter and maintain accurate, detailed documentation for each client interaction including final resolution within CRM/SalesForce.com.

• Uphold required performance standards (e.g. quality, productivity, behaviors).

• Assist the Truist Wealth division in reaching target Voice of Client (VOC) scores

Basic Qualifications:

• Minimum of 1 year in banking, investment, or financial planning

Preferred Qualifications:

• Associate's degree in business, accounting, finance, banking or equivalent education and related training

• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

• Excellent verbal and written communication skills

• Organized and responsive with the ability to handle multiple tasks simultaneously

• Empowered self-starter that takes ownership of their learning and has the ability to retain the information

• Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible

• Operates effectively in a team environment

Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New York or Washington as set forth below.

The application window for this job will remain open until at least 05/02/2025. However, if this date has passed and this role is still posted, please note we are still accepting applications.

Information on benefits is here.

Role Location Annual Salary Range

California $41,000 to $105,300

Colorado $41,000 to $90,900

District of Columbia $43,700 to $96,800

Illinois $38,000 to $90,900

Minnesota $41,000 to $90,900

Maryland $38,000 to $84,200

New York $38,000 to $105,300

Washington $43,700 to $96,800

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