Senior Wealth Client Specialist

First Citizens Bank; Charlotte (NC); On-site; USD 52,000 - 63,000; Full time

Job summary

First Citizens Bank in Charlotte, NC, seeks a Senior Wealth Client Specialist to support Family Office and multi-family office clients. You will manage money movement, distributions, and account maintenance, while researching and addressing client inquiries with high service standards.

You will also assist with meeting preparation and office support, building strong client relationships and coordinating with teams to drive seamless wealth management processes.

Qualifications

• Minimum education and experience: Bachelor's Degree or HS Diploma/GED with 4 years in Sales, Customer Service, or Operations.
• Wealth management experience preferred.
• Microsoft Office proficiency.

Responsibilities

• Service & Support: uncover sales opportunities and resolve client inquiries.
• Data Analysis: compile and interpret financial data and trends.
• Product Expert: provide expertise and assist internal/external parties.
• Documentation: prepare and review client documentation and implementations.

Skills

Builds productive relationships

Issue resolution/escalation

Partnership and collaboration

Operational excellence

Detail oriented

Education

Bachelor's Degree or HS Diploma/GED

4 years experience in Sales/Customer Service/Operations

Tools

Microsoft Office

Job description

Overview

At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life's biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most.

The Senior Wealth Client Specialist (WCS) role supports the Wealth Division's Family Office and multi-family office clients. The position has responsibility for all service-related activities such as money movement, distributions, account opening/closing/maintenance and research. Establish excellent partnerships and demonstrating a high level of client service are key expectations of the role. The Senior WCS also assists with office related support such as coordinating and preparing for client meetings.

Responsibilities & Qualifications

Duties & Responsibilities:

• Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. Handles escalated support issues. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business.
• Data Analysis - Sources, compiles, and interprets financial data. Performs complex analysis to determine trends in market, product, or customer information, and provides reports for wider business use.
• Product Expert - Offers expertise and serves as a resource to both internal and external parties. Identifies and resolves issues in sales processes.
• Documentation - Prepares and inspects documentation presented to clients. This may include proposals, service agreements, and implementation forms.

Position Specific Skills:

• Builds productive relationships
• Issue resolution / escalation
• Partnership and collaboration
• Operational excellence
• Detail oriented

Qualifications:

Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Sales, or Customer Service, or Operations.

Preferred Area of Experience: Prior experience in wealth management and/or supporting high net worth family office. Microsoft Office.

Additional Information

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.

For MA and NY, the base pay for this position is generally between $38 - $46 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.