Portfolio Administration Onboarding & Servicing Manager

Welcome to Truist Financial, where we believe in the power of collaboration and innovation to help our clients achieve their financial goals. We are currently seeking a highly organized and detail-oriented individual to join our team as a Portfolio Administration Onboarding & Servicing Manager. In this role, you will play a crucial role in ensuring the smooth onboarding and ongoing servicing of our clients' investment portfolios. To excel in this position, you must have a strong understanding of investment products and excellent communication and problem-solving skills. If you are a self-starter with a passion for delivering exceptional client service, we would love to have you on our team.

1. Oversee the onboarding process for new clients' investment portfolios, ensuring a smooth and efficient transition into Truist Financial's services.
2. Develop and maintain relationships with clients, serving as their main point of contact for all portfolio administration and servicing needs.
3. Coordinate with internal teams to gather and organize all necessary client information and documentation for onboarding.
4. Ensure compliance with all regulatory requirements and company policies throughout the onboarding process.
5. Collaborate with investment advisors to develop customized investment strategies for clients, based on their financial goals and risk tolerance.
6. Monitor and maintain client portfolios, making necessary adjustments and updates as needed.
7. Proactively identify and resolve any issues or concerns raised by clients regarding their portfolios.
8. Keep accurate and up-to-date records of all client interactions, transactions, and portfolio changes.
9. Educate clients on Truist's investment products and services, providing guidance and recommendations as needed.
10. Continuously stay informed about market trends and changes in the investment industry to provide clients with the most relevant and current information.
11. Develop and implement processes and procedures to improve the overall efficiency and effectiveness of the portfolio administration and servicing team.
12. Train and mentor new team members on portfolio administration and servicing processes and procedures.
13. Continuously strive to provide exceptional client service and exceed client expectations in all interactions.

According to JobzMall, the average salary range for a Portfolio Administration Onboarding & Servicing Manager in Winston-Salem, NC, USA is $70,000-$100,000 per year. However, salaries may vary depending on factors such as experience, education, and the specific company or organization.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.