GenSpring Support Specialist - Flexible Location

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provide administrative, operational and client support to a team of Truist Advisors who manage an ultra-high net-worth portfolio of clients. Works closely with assigned Advisor(s) to meet the complex needs and objectives of the client(s) while also serving as the primary point of contact for all account administration requests. Such requests may include but are not limited to distributions, asset transfers, onboarding, off-boarding, money movement, tax related activities and trust and fiduciary support.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. Support client and advisor operational requests related to wires, transfers, withdrawals, and account opening/maintenance with fiduciary teams

2. Work closely with CTA\'s to ensure client and advisor requests are fulfilled in a timely manner

3. Support advisor\'s sales and client retention goals, identifying opportunities to deepen client relationships and enhance the client experience

4. Identify at-risk relationships and notify the appropriate relationship manager

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Undergraduate degree with a concentration in business, finance, accounting

2. 5-7 years previous wealth management, banking or other financial institution experience, including client support experience

3. Excellent oral and written communication skills

4. Excellent organizational skills with the ability to work independently on numerous tasks

5. Expert Microsoft Office Suite skills

6. Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities

7. Strong knowledge of fiduciary, investment and banking terminology and concepts

Preferred Qualifications:

1. Demonstrates strong fiduciary, wealth management and treasury services knowledge

2. Trust School graduate

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.