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