Wealth Sales and Service Consultant Job Atlanta area,Georgia USA,Finance & Banking

Wealth Sales & Service Consultant

The Wealth Sales & Service Consultant 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 team consisting of Wealth Support Specialists, Wealth Advisors, Trust Advisors, Investment Strategists, Financial Planners, Wealth Lending, and Wealth Leaders to meet the needs and objectives of the clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate.

The teammate may have autonomy to support certain relationships and clients, acting within their operational authority limits. Active participation in client events, client meetings, listening sessions and other activities with clients is expected when deemed necessary by the client team. The teammate will need to stay abreast of market conditions and events, internal news, priorities and strategy, and regulatory and industry changes.

For Sports & Entertainment (SEG), clients' situations are unique and closely tied to their industry. The combined knowledge of their personal and corporate bankers (vertical strategy) offers a 360' view of the industries they are covering and allow them to give our clients the most informed perspective in order to provide the best solutions. The interconnectivity between the Sports, Music, and Film industries has led to a number of overlapping relationships across Sports & Entertainment's three verticals and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life.

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.

Will serve as the primary point of intake for all requests from assigned team, playing a key front-office role in interfacing with clients and has autonomy to resolve a wide range of internal and external issues.

The teammate will oversee and direct workload management, and coordinate various requests through multiple back-office channels, in consultation with assigned team. Additionally, will provide guidance to wealth support specialists in region and serve as onboarding partner/mentor.

Proactively provides banking, lending and Trust product support for an average client book containing 250 clients+

Enters and maintains appropriate client records; monitors client transactions and client data for accuracy and timeliness; maintains appropriate documentation of client transactions; redirects client requests to the wealth solution center as needed to ensure client and advisor requests are fulfilled in a timely manner

Respond to client requests for information and assistance within appropriate level of authority, while identifying at-risk relationships with a focus on client retention and opportunities to expand relationship and communicating to the relationship team. May serve as the primary point of contact for clients.

Plays an active role in the sales process, including client document review, general correspondence to customers, assists in creation of client presentation material using Microsoft Office Suite and/or other Truist Wealth software, and proactive sales support activities for advisors

Oversees client onboarding process, including account opening/closing/maintenance and wires, with a focus on Risk Management and Compliance. Owns onboarding and primary specific maintenance of complex banking products and services, including Trust accounts, Commercial Lending, Treasury & Payment Solutions and complex deposit products

Continually renders extraordinarily responsive and personal service to Wealth clients while demonstrating product and procedural mastery. Continues to develop and maintain positive working relationships with various departments and individuals who interface with Wealth clients

May train other support teammates on systems, industry knowledge, support processes and procedures

May have indirect supervisory responsibilities for one or more wealth support specialists

Participate in work streams, committees and councils as needed; provide ongoing feedback for process improvements

Can attend client meetings/events

Carries a higher standard operational authority (wires, deposit mark-up, overdraft etc.) and for SEG teammates, may provide enhanced financial management services to clients, including coordination with CPAs for tax preparation, working with lawyers / estate planning professionals as needs arise

Serves as the local operations leader for their assigned team and may take the lead on operational / administrative projects, including team specific initiatives

Where applicable, Specialty teammates demonstrate mastery in specialty-specific support activities, including servicing a commercial book of business, mastery of treasury services and…