Experience:
5+ years of experience
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Employment Type:
Full time
Posted:
6/9/2017
Job Category:
Customer Service
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Client Service Specialist, Private Wealth Management (Winston Salem, NC)
Suntrust Banks, Inc. | Winston Salem, North Carolina
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Job Description

Client Service Specialist, Private Wealth Management (Winston Salem, NC)-W440059

Description

Provide client service to a team of 2-3 Managing Directors, Trust Advisors, Client Advisors and/or Investment Strategists managing a portfolio of high net worth clients with complex (mix of banking, lending and/or investment needs) servicing needs.

Primary support activities include proactive client service; onboarding, investment, trust and banking needs, operational processes including account opening/closing/maintenance and wires, proactive sales support activities for sales professionals, development of key partnerships in other businesses. Document handling and preparation of general correspondence to customers (internal memos, financial data and asset record spreadsheets using trust application data), client presentation using Microsoft Office Suite and/or other Private Wealth Management software, and internal committee reports. Will interface with client, typically via telephone however at times in person and with via written communication. Support advisors' sales and client retention goals, identifying relationship deepening and enhanced client service opportunities. Required relationship skills including recognize relationships at risk and notify the appropriate relationship manager. Strong product and procedural knowledge.

Qualifications

Basic Requirements:

• College Degree or 5 years previous banking or other financial institution experience, including 3 to 5 years client support experience.
• Excellent oral and written communication skills.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Expert Microsoft Office Suite skills.
• Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities.
• Strong knowledge of banking and trust systems.
• Trains junior Client Support Specialists on systems, industry knowledge, support processes and procedures.

Preferred Requirements:

• Undergraduate degree in Accounting, Finance or Business.
• 8 plus years supporting high net worth clients with complex needs.
• Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings.

Job:Private Wealth Management
Primary Location: NC-Winston-Salem Area
Work Locations: WIM Winston-Salem

2140 Country Club Road

Winston-Salem 27104

Schedule:Full-time

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

To review the EEO Poster, copy and paste the following link into your brower: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

About Suntrust Banks, Inc.

SunTrust Banks, Inc. (SunTrust) primarily operates as a financial services holding company. Through its principal banking subsidiary, SunTrust Bank (the Bank), the Company provides deposit, credit, and trust and investment services. Through its subsidiaries, SunTrust also provides mortgage banking, credit-related insurance, asset management, securities brokerage and capital market services. The Company operates in five business segments: Retail, Commercial, Corporate and Investment Banking (CIB), Wealth and Investment Management, and Mortgage. The Bank operates primarily in Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee, Virginia and the District of Columbia. SunTrust provides clients with a selection of technology based banking channels, including the Internet, automated teller machines (ATMs), personal computers and around-the-clock telebanking. In May 2008, SunTrust completed the acquisition of GB&T Bancshares, Inc.

This company profile was created by AfterCollege and is about Suntrust Banks, Inc.. This page is not endorsed by or affiliated with Suntrust Banks, Inc.. For questions regarding company profiles, please email: care@aftercollege.com.