Senior Wealth Advisor for Family Office

First Citizens Bank; New York (NY); On-site; USD 52,000 - 63,000; Full time

Job summary

First Citizens Bank is seeking a Senior Wealth Client Specialist to support Family Office and multi-family clients within the Wealth Division. The role focuses on service delivery, money movement, distributions, account maintenance, and meeting preparation to ensure superior client satisfaction.

Responsibilities include uncovering sales opportunities through analysis, liaising with clients, and coordinating complex documentation.

Qualifications

• Bachelor's Degree OR High School Diploma or GED with 4 years experience in Sales, Customer Service, or Operations.
• Prior wealth management experience preferred.
• Proficient in Microsoft Office and data handling.

Responsibilities

• Service & Support - address inquiries, resolve issues, and assist as main contact through sales process.
• Data Analysis - compile, interpret financial data and report trends for internal use.
• Product Expert - provide expertise and resolve issues in sales processes.
• Documentation - prepare and inspect client proposals, service agreements, and forms.

Skills

Builds productive relationships

Issue resolution

Partnership and collaboration

Operational excellence

Detail oriented

Education

Bachelor's degree or GED

Tools

Microsoft Office

Job description

First Citizens Bank is seeking a Senior Wealth Client Specialist to support Family Office and multi-family clients within the Wealth Division. The role focuses on service delivery, money movement, distributions, account maintenance, and meeting preparation to ensure superior client satisfaction.

Responsibilities include uncovering sales opportunities through analysis, liaising with clients, and coordinating complex documentation.