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Wealth Support Specialist II – Truist – Orlando, FL

Company: Truist

Location: Orlando, FL

Expected salary:

Job date: Thu, 05 Jun 2025 01:26:43 GMT

Job description:

Job Title: Client Relations Coordinator

Job Description:

We are seeking a diligent and proactive Client Relations Coordinator to join our dynamic team. The ideal candidate will play a pivotal role in enhancing client satisfaction and supporting our marketing efforts. Key responsibilities include:

  • Scheduling Appointments: Efficiently manage and coordinate client appointments, ensuring timely communication and organization to optimize our service delivery.

  • Follow-Up Calls: Conduct follow-up telephone calls to clients, addressing their queries, gathering feedback, and fostering strong relationships to ensure client retention and satisfaction.

  • Client Presentation Preparation: Assist in preparing compelling client presentations by compiling relevant data, creating engaging visual content, and tailoring materials to meet client needs.

  • Marketing Support: Collaborate with the marketing team to prepare and maintain marketing materials, ensuring our messaging aligns with our brand and effectively communicates our value proposition.

The ideal candidate will be detail-oriented, possess excellent communication skills, and have a strong ability to multitask in a fast-paced environment. If you are passionate about client engagement and marketing, we encourage you to apply and be part of our vibrant team!

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