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, allowing RIAs to 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

43%

2 year growth

77%
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 platform capabilities and market reach.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront could erode Altruist's market share.
  • Rapid tech advancements may strain Altruist's resources if not managed well.
  • Integration with third-party providers may lead to data security vulnerabilities.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and automated rebalancing.
  • Altruist provides original content, offering actionable insights for independent financial advisors.

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