Full-Time

TMG Support & Implentation Specialist II

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid

Nashville, TN, USA + 1 more

More locations: Memphis, TN, USA

Category
Treasury
Finance & Banking
Required Skills
Customer Service
Requirements
  • Three or more years supporting and implementing treasury products and services or comparable experience.
  • Three or more years of customer service and support in a financial environment.
  • Associates degree or comparable experience
  • Excellent verbal and written communication skills
  • Ability to multitask, shifting regularly between client support and operational tasks
  • Ability to operate at a high level of quality in a fast paced environment
  • Strong PC skills including Word and Excel
Responsibilities
  • Work directly with clients to support advanced product usage, problem research and resolution, access issues, technical support, and transaction needs.
  • Manage daily operational tasks including cash positioning and ACH exception transaction decisions
  • Manage positive pay review, exceptions management (including internal research and support and direction of client research and actions), and exception decisions to prevent client and /or bank financial loss.
  • Manage complex implementations of treasury services and develop project plans for the implementation of Treasury services, including gathering technical information from the client; coordinating and monitoring the project internally; working with programmers, product managers, and service delivery personnel; managing client expectations; completing implementation forms and related documentation; assuring client delivery of agreements, acceptance sign-offs and test files; resolving project delays; installing software; training users; and following up with the client post implementation
  • Excel in a fast paced multi-tasking role with a high degree of quality and accuracy.
  • Daily high quality telephone and e-mail communications with clients and operational areas of bank.

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 Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

40%

2 year growth

73%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $169M Series E funding round indicates strong investor confidence and provides substantial capital for further innovation and expansion.
  • Collaborations with leading providers like Orion Advisor Solutions and Kwanti enhance Altruist's platform capabilities, making it more attractive to RIAs.
  • Acquiring Shareholders Service Group expands Altruist's service offerings and client base, positioning it to compete with industry giants like Schwab and Fidelity.

What critics are saying

  • The competitive landscape in the RIA market includes established players like Schwab and Fidelity, which could challenge Altruist's growth and market penetration.
  • Rapid expansion and multiple integrations may lead to operational complexities and potential service disruptions.

What makes Truist unique

  • Altruist offers a simplified tech stack specifically designed for RIAs, unlike broader financial platforms that cater to multiple financial service providers.
  • Their commission-free fractional share trading and automated rebalancer features provide cost-effective solutions that are not commonly bundled together in competing platforms.
  • The vertically-integrated custodian service allows Altruist to streamline operations and reduce overhead costs for RIAs, setting it apart from traditional custodial services.

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