Truist·7 days ago
7 days ago
Fiduciary Support Specialist II
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What you'll do
- provide exceptional client support
- coordinate personal trust administration for affluent clients
- deliver high-quality service and foster strong relationships with clients
- contribute to a positive team environment
What they're looking for
- client transactions
- trust systems
- documentation management
- investment knowledge
- client support
- relationship management
- problem solving
- communication skills
- team collaboration
- bank policies
- sales support
- client meetings
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for a dedicated Fiduciary Support Specialist II to provide exceptional client support and coordinate personal trust administration for affluent clients. Join our Wealth team to deliver high-quality service and foster strong relationships with clients while contributing to a positive team environment.
Skills
- client transactions
- trust systems
- documentation management
- investment knowledge
- client support
- relationship management
- problem solving
- communication skills
- team collaboration
- bank policies
- sales support
- client meetings
- customer service etiquette
- onboarding
Company
Truist
Coral Gables, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.