Client Service Analyst at Truist

| Charlotte, NC
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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility or call 877-891-2510 (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for coordinating Sterling's service delivery to the firm's institutional, intermediary and banking platform clients and provide the client strategy teams with business development support.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
  • Assist the client strategy team with client and prospect inquiries and requests
  • Coordinate the set-up of onboarding new relationships and platforms including; compiling new account documentation, communicating account details to the applicable groups within the firm, following all compliance and regulatory processes, working with investment teams to develop investment guidelines and ensuring that all steps are completed within the designated timeline
  • Oversee the day-to-day servicing and maintenance of client accounts and platforms
  • Act as a main point of contact for functional teams within the firm in ensuring client needs and objective are understood and met
  • Create client portfolio reviews, specifically in the compiling of portfolio-level analytics and incorporating the data into client review materials
  • Maintain all necessary client records in order to meet compliance and regulatory requirements
  • Responsible for creating new client records and updating changes in the firm's CRM
  • Coordinate and participate on calls with prospects, consultants and banking partners aimed at introducing the firm's products and services
  • Work with the Marketing Department in developing prospecting materials
  • Analyze company financial statements and investment policies to work with the various investment teams in creating proposed portfolios
Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Required Education: Four year bachelor's degree required, preferably in finance
  • 2-3 years of financial work experience, preferably in investments
  • Strong organizational skills with keen attention to detail
  • Articulate with excellent interpersonal skills
  • Team player with a positive attitude
  • Solid computer skills with ability to learn and proficiently use several software packages, including Excel, Word and PowerPoint a must.
  • Desire and ability to work in a fast-paced environment and experience working under strict deadlines.
  • Self-motivated and ability to work independently but also with diverse individuals/groups.
  • Must be an effective multi-tasker.
Preferred Qualifications:
  • Prefer experience with Advent APX, Salesforce and FactSet

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
More Information on Truist
Truist operates in the Fintech industry. The company is located in Charlotte, NC. Truist was founded in 2019. It has 12339 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 386 open jobs at Truist, click here.
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