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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Foundations and Endowments (F&E) Advisory Center Client Manager will have primary responsibility in delivering client service and administration for Trust and investment advisory relationships with not-for-profit institutional organizations and Private Foundations. The Client Manager will work closely with the other F&E Advisory Center client relationship teammates (investment advisor and account specialist) in serving and coordinating the daily administration needs of assigned client relationships. This position will also be responsible for the fiduciary and risk/compliance oversight for their assigned not-for-profit institutional client relationships. Fiduciary and risk/compliance oversight include but are not limited to required minimum distributions, tax reporting, Reg. 9, AML and KYC responsibilities. Position Requirements: Bachelor’s degree. Positive “can do” attitude and ability to work well within an Advisory Center environment in serving F&E clients. Needs to have strong problem solving skills and a keen sense of and attention to detail. A minimum of 3-5 years of demonstrated success in client management working within a Trust and investment advisory framework. Any experience serving not-for-profit institutional clients is a plus. Preferred: Undergraduate degree in economics, business, finance, accounting or other business related field. In addition, may have one or more professional designations, i.e. – CTFA, CFP.
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.
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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