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Wealth Client Experience Specialist
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-07-04
Listing for:
Truist
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Truist is looking for a dedicated support teammate for Wealth Advisors in Charlotte, NC. The role includes managing client requests, maintaining records, and assisting advisors to enhance client experiences. Candidates should have a strong background in banking or finance and exceptional organizational skills.
Benefits include health insurance, 401(k), vacation, and sick days. Join a supportive team that values client relationships and professional development.
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