Wealth Client Specialist

Responsibilities

• Service & Support: Uncover sales opportunities through analysis and daily support operations; address client inquiries and provide resolutions.
• Documentation: Prepare essential client documentation, including proposals, service agreements, and implementation forms.
• Data Analysis: Source, compile, and interpret financial data to determine trends in market, product, or client information.
• Product Specialist: Provide subject matter expertise, assist in process troubleshooting, and help monitor the pricing and attractiveness of Bank products.

Requirements

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

Benefits

• Competitive hourly pay (generally between $34 - $43 per hour).
• Comprehensive benefits program designed to meet the needs of associates.
• Opportunities for professional growth within a leading financial institution.

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 to support the moments that matter most to our clients.