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
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
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.
Desired Qualifications
  • College degree

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 client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
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