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Wealth Support Specialist II: Client Advocate
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-03-01
Listing for:
Truist
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A financial services company in Charlotte, NC is seeking a dedicated support professional to assist Wealth Advisors with high net-worth clients. This position requires excellent organizational and interpersonal skills, a strong understanding of banking solutions, and proficiency in Microsoft Office. Responsibilities include managing client relations, administrative support, and ensuring a superior client experience. The ideal candidate will have a relevant degree or experience in banking and the ability to adapt in a fast-paced environment.
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