Wealth Portfolio Support Specialist
Listed on 2026-10-11
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Truist is seeking an Investment Support Specialist to provide essential front-line support within our Wealth Management regional office in Charlotte. You will assist Investment Managers, handle routine client transactions, maintain records, and prepare client presentations while upholding superior service standards.
The role requires 1–3 years in investment or fiduciary support, knowledge of banking products, and strong communication skills to support affluent clients and collaborate with the
We have an opening for a Wealth Portfolio Support Specialist in Charlotte, NC, United States within Finance, Management & Operations.
Join us at Truist as our next Wealth Portfolio Support Specialist in Charlotte, NC, United States.
We are currently recruiting a Wealth Portfolio Support Specialist for our team in Charlotte, NC, United States.
This is a great position to take on the Wealth Portfolio Support Specialist role at Truist.
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