Wealth Client Specialist

Responsibilities

• Support Fiduciary Officers by managing service-related activities including money movement, distributions, and account maintenance.
• Act as a point of contact for clients and advisors to address inquiries, resolve issues, and provide high-level service.
• Prepare client documentation such as proposals, service agreements, and implementation forms while adhering to compliance standards.
• Perform data analysis to interpret trends in market, product, or client information.
• Provide product expertise regarding the Trust line of business, including understanding roles like Grantor, Trustee, and Beneficiaries.
• Assist with office operations, including coordinating client meetings, mail handling, and managing office supplies.

Requirements

• Bachelor's Degree and 0 years of experience in Trust, Banking, Sales, Customer Service, or Operations.
• OR a High School Diploma/GED and 4 years of experience in Trust, Banking, Sales, Customer Service, or Operations.

Benefits

• First Citizens Bank provides a competitive and thoughtfully designed benefits program to meet the needs of our associates.

About the Company

First Citizens Bank helps clients pursue their ambitions at every stage of life. Our Wealth team delivers banking, investment, insurance, and various other solutions designed to support the moments that matter most to our clients.