Full-Time

Client Care Servicing Specialist I

Spanish Care

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Entry, Junior

Arlington, TX, USA

Category
Customer Experience
Customer Support
Customer Success & Support

You match the following Truist's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • High School diploma, or equivalent education and related training or experience
  • One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
  • Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
  • Proficiency in written and verbal communications (including grammar and spelling)
  • Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
Responsibilities
  • Deliver care through exceptional client service and create a differentiating client experience while providing support to internal and external clients by executing on the Truist Purpose, Mission and Values.
  • Investigate and provide resolution to clients’ requests to Care Center, branches and other lines of business, requiring use of one specialty (e.g. business care, card, loan servicing).
  • Utilize a consultative approach to resolve client issues through educating the clients of bank products and services.
  • Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
  • Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
  • Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
  • Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.
Desired Qualifications
  • Prior experience working in a call center or high volume/fast-paced work environment
  • Prior experience in a client-facing role
  • Background in supported departments and/or products

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 and serve more clients at lower costs. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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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

5%

1 year growth

0%

2 year growth

0%
Finsmes
May 2nd, 2024
Altruist Raises $169M in Series E Funding

Altruist, a Los Angeles, CA-based custodian for independent RIAs, raised $169M in Series E funding

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

Announcement: Arena Investor partners with Altruist.

International Fintech
Oct 9th, 2023
Kwanti Announces New Integration with Altruist

Kwanti announces new integration with Altruist.

Gillette News
Dec 12th, 2023
Altruist Collaborates with Leading Providers to Optimize Wealth Management Solutions

Orion Advisor Solutions, a leading provider of performance reporting software, has joined forces with Altruist to integrate their respective platforms.

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.

Fortune
Apr 13th, 2023
How venture capital is shaping up in 2023, in 4 charts | Fortune

- Lee Equity Partners and Twin Point Capital agreed to acquire Tessco Technologies, a Hunt Valley, Md.-based wireless communication products distributor, for about $161.4 million.

Wilson Sonsini Goodrich & Rosati
Apr 17th, 2023
Firm Advises Altruist on $112 Million Series D Financing | Wilson Sonsini

The new round of funding puts Altruist’s total venture funding raised at more than $290 million.

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.

Wealth Management
May 2nd, 2024
Altruist Raises $169M in Latest Funding Round

Yoonkee Sull, general partner at ICONIQ Growth, will join Altruist's board of directors as a result.