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

Winston-Salem, NC, USA

Category
Customer Success
Sales & Account Management
Connection
Connection
Connection
logo

Get referrals →

You have ways to get a Truist referral from your network.

💡

Applications through a referral are 3x more likely to get an interview!

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 offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, aiming to reduce overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance the client experience.

Company Size

501-1,000

Company Stage

Series F

Total Funding

$601.5M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $152 million in Series F funding, boosting growth potential.
  • The company serves over 4,700 advisors, tripling assets under management consecutively.
  • Altruist's digital fixed-income trading aligns with expanding market trends.

What critics are saying

  • Competition from Robinhood and established players like Schwab and Fidelity is intense.
  • Rapid growth may strain Altruist's operational capabilities, risking service disruptions.
  • New regulatory compliance challenges arise with digital fixed-income trading addition.

What makes Truist unique

  • Altruist offers a simplified tech stack for efficient RIA management.
  • The platform includes commission-free fractional share trading and automated rebalancer.
  • Altruist provides original content for insightful, actionable information for financial advisors.

Help us improve and share your feedback! Did you find this helpful?

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

5%

1 year growth

1%

2 year growth

1%
Fintech News Singapore
Apr 23rd, 2025
GIC Leads US$152 Million Series F in U.S. Custodian Altruist

Altruist, a US-based custodian platform for registered investment advisors (RIAs), has raised US$152 million in a Series F funding round led by Singapore's sovereign wealth fund GIC.

Business Wire
Apr 22nd, 2025
Altruist Secures $152M Series F Funding

Altruist, a modern custodian for RIAs, raised $152 million in Series F funding led by GIC, valuing the company at approximately $1.9 billion. Other participants included Salesforce Ventures and Baillie Gifford. The funding follows a year of significant growth, with Altruist launching new products and expanding its executive team. The company now serves over 4,700 advisors and has tripled assets under management for two consecutive years.

Axios
Apr 22nd, 2025
Altruist Raises $152M, Nears $2B Valuation

Altruist, a custodian and software company for investment advisers, raised $152 million in Series F funding led by GIC, valuing it at $1.9 billion. This follows Robinhood's acquisition of custodian TradePMR for $300 million last year. Altruist was previously valued at $1.5 billion in May 2024. The RIA custody space, dominated by Charles Schwab and Fidelity, is seeing new entrants aiming to capture market share with innovative tech and lower fees.

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.