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Job Description : Job Description The objective of the Specialist position is to provide consistent, high quality support to clients and IIS Relationship Management Teams. This position may support one or more Relationship/Client Managers in the servicing of a group of clients. In addition, this role is responsible for responding to direct client requests; coordinating, facilitating, and processing information and documents pertaining to their assigned clients (includes both new and existing clients). Much of this work will be related to the timely resolution of client inquiries and requests. This individual will also assist IIS Relationship/Client Managers with various internal projects and requests for information. The Account Specialist will work in close cooperation with Investment Managers, Operations, Advisory Centers, and other Company lines of business including Commercial, Retail, and Private Wealth Management. May also interact with external vendors, like FASCore and Newkirk, for the support of clients and their Retirement Services business. The Account Specialist will take ownership of solving client problems and be the IIS voice to the client in the absence of the Relationship/Client Manager. Works with the larger, more complex, and more demanding client accounts. May provide guidance to less experienced staff and act as mentor to other Account Specialists. Qualifications Basic Requirements:
5-8 years of ERISA, F&E and/or investment management and business specific administrative experience.
Prior work experience can be offset by additional academic credentials or industry certifications, as determined by the Regional Manager.
4 year college degree and/or industry certifications.
Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.
To review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf
Internal Number: 6243549
About SunTrust Bank
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