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Wealth Support Specialist II — Elite Client Services

Job in Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listing for: Truist
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 42000 - 65000 USD Yearly USD 42000.00 65000.00 YEAR
Job Description & How to Apply Below

Truist in Winston-Salem, NC, is seeking an organized Wealth Support Assistant to provide front-office client and advisor support for a portfolio of high net-worth clients. You will be the primary intake point for requests, triaging and delegating to a centralized service team to ensure timely fulfillment.

You will work with advisors to schedule meetings, prepare materials, and maintain client records, while applying knowledge of banking and wealth management solutions to enhance the client

The following opening is for a Wealth Support Specialist II — Elite Client Services with Truist.

The following position is for a Wealth Support Specialist II — Elite Client Services with Truist.

Our group is growing, and we are hiring a Wealth Support Specialist II — Elite Client Services in Winston-Salem, NC, United States.

This position is for the Wealth Support Specialist II — Elite Client Services role at Truist.

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