Sterling Capital Management Portfolio Administrator

Sterling Capital Management Portfolio Administrator at Truist Financial is a highly sought-after role for a motivated and detail-oriented professional. If you are looking for a challenging and rewarding opportunity to work with a leading financial services firm, then this is the position for you. In this role, you will be responsible for managing and executing client portfolios, providing support to sales and marketing efforts, and developing and maintaining relationships with key business partners. The ideal candidate will have a minimum of 3 years of portfolio management and customer service experience, strong interpersonal and communication skills, and excellent organizational and problem-solving abilities. If you have a passion for financial services and are committed to delivering high-quality results, then we welcome you to join our team.

Responsibilities:

1. Manage and execute client portfolios according to Truist Financial’s standards.
2. Support sales and marketing efforts in order to meet client needs.
3. Develop and maintain relationships with key business partners.
4. Provide excellent customer service to clients and maintain a positive and professional relationship.
5. Analyze financial data and make recommendations to clients as needed.
6. Monitor portfolio performance and make adjustments as necessary.
7. Prepare reports and respond to inquiries from clients in a timely manner.
8. Maintain knowledge of industry trends and best practices.
9. Stay up to date on changes in regulations and laws pertaining to portfolio management.
10. Identify areas of improvement and develop strategies for maximizing portfolio performance.

According to JobzMall, the average salary range for a Sterling Capital Management Portfolio Administrator in Charlotte, NC, USA is $50,000 - $75,000 per year. This range is based off the salaries of current and past employees, as well as the salaries of other professionals in the same field in the area.

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.