Full-Time

Client Solutions Specialist I

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Entry

Lumberton, NC, USA

Category
Risk Management
Finance & Banking
Requirements
  • High school diploma or equivalent education and related training or experience
  • Strong verbal and written communication skills
  • Basic Computer skills
  • Ability to perform in a fast paced, highly dynamic environment.
  • Ability to work flexible schedule, including overtime as needed.
Responsibilities
  • Achieve performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., a minimum calls per day, contact percentage, promises/calls ratio, promises kept.
  • Provide Clients cure plans and negotiate payment arrangements to cure delinquency, evaluating ability and willingness to pay and accordance with all policies, procedures, guidelines, and training.
  • Disclose all relevant account information to Clients accurately, professionally, and in a positive manner.
  • Manage client communications and provide accurate account detail and information with an elevated level of professionalism and integrity, while following all required compliance and quality expectations.
  • Work accounts thoroughly according to established procedures (including contact attempts, required letters, etc.)
  • Document all collection efforts in the system of record for each assigned account in accordance with established policies, procedures, and guidelines, which may include relevant system codes.
  • Execute on the established call scripts documented in training, policies, procedures, and guidelines.
  • Achieve acceptable call monitoring scores in each call category.
  • Communicate regularly with the Client Default Leaders pertaining to repossessions, potential loss, inquiries, complaints, and other calls that require special handling.
  • Accurately process payments, transactions, and workflows.
  • Complete all required Computer Based Training (CBT) courses accurately and timely.
Desired Qualifications
  • Previous Client service, collections, or sales experience
  • Bilingual

Truist provides a platform designed for Registered Investment Advisors (RIAs) to enhance their operations and client interactions. The platform includes a range of tools such as live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, all aimed at helping RIAs manage their businesses more effectively. By using these features, RIAs can serve more clients at a lower cost, which can lead to improved profit margins. Truist also emphasizes a quick onboarding process and offers immediate access to essential investment management information, along with original content that provides valuable insights for independent financial advisors. Unlike many competitors, Truist offers its services for free to attract a large user base, monetizing instead through a vertically-integrated custodian service that helps RIAs reduce operational costs. The goal of Truist is to empower RIAs to grow their businesses and enhance the overall client experience.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform capabilities.
  • Demand for digital transformation in financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate.
  • Rapid tech advancements may increase Altruist's operational costs.
  • Expansion into San Francisco could raise recruitment and retention costs.

What makes Truist unique

  • Altruist offers a simplified tech stack for efficient RIA management.
  • The platform includes commission-free trading and automated rebalancing features.
  • Altruist provides original content and fast onboarding for financial advisors.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

4%

2 year growth

3%
Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.

Business Wire
Mar 12th, 2025
Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage

To establish a hub for engineering innovation and strengthen its technology leadership, Altruist is expanding its presence with an office in San Francisco.

Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.