What are the responsibilities and job description for the Wealth Client Specialist position at First Citizens Wealth?
Overview
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
The Wealth Client Specialist (WCS) role supports both Fiduciary Officers as well as Wealth Consultants within the Wealth Division. The position has responsibility for all service-related activities such as money movement, distributions, account opening/closing/maintenance and research as well as sales support duties such as prospecting research, client presentations, and other activities related to servicing clients. Establish excellent partnerships and demonstrating a high level of client service are key expectations of the role. WCS also assists with office related support such as coordinating and preparing for client meetings, mail handling and distributions as well as assisting with ordering office supplies when needed. WCS has opportunity to participate in Client Service Plan activities, documentation, reviewing of notes and internal systems to support Advisors in maintaining and growing book of business.
Responsibilities
Bachelor's Degree and 0 years of experience in Banking, Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Banking, Sales, or Customer Service, or Operations
Preferred Skills: Trust and/or wealth management experience or education
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
The Wealth Client Specialist (WCS) role supports both Fiduciary Officers as well as Wealth Consultants within the Wealth Division. The position has responsibility for all service-related activities such as money movement, distributions, account opening/closing/maintenance and research as well as sales support duties such as prospecting research, client presentations, and other activities related to servicing clients. Establish excellent partnerships and demonstrating a high level of client service are key expectations of the role. WCS also assists with office related support such as coordinating and preparing for client meetings, mail handling and distributions as well as assisting with ordering office supplies when needed. WCS has opportunity to participate in Client Service Plan activities, documentation, reviewing of notes and internal systems to support Advisors in maintaining and growing book of business.
Responsibilities
- Service & Support - Works directly with clients and Advisors/Partners to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process and assists in calls or presentations intended to solicit business. Uncovers sales opportunities through analysis, reporting, and daily support operations.
- Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms. Adhere to all compliance and risk related documentation/imaging.
- Data Analysis - Sources, compiles, and interprets data. Performs analysis to determine trends in market, product, or client information.
- Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. Understands foundational components of Trust line of business. For example, Grantor, Trustee, Successor Trustee, Beneficiaries, etc.
Bachelor's Degree and 0 years of experience in Banking, Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Banking, Sales, or Customer Service, or Operations
Preferred Skills: Trust and/or wealth management experience or education
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.