Senior Wealth Client Specialist

First Citizens Wealth; Charlotte (NC); On-site; USD 108,886,000 - 132,360,000; Full time

Job summary

First Citizens Wealth is seeking a Senior Wealth Client Specialist to support Family Office clients with money movement, distributions, and account maintenance. The role emphasizes exceptional client service, coordination of client meetings, and collaboration with wealth management teams to drive service excellence.

The Senior WCS will analyze data, identify opportunities, and assist in the sales process while maintaining strong client relationships.

Qualifications

• Bachelor’s Degree or GED with 4 years in Sales, Customer Service, or Operations.
• Wealth management experience preferred; proficiency with Microsoft Office.

Responsibilities

• Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Acts as main contact for clients during the sales process and assists in calls or presentations to solicit business.
• Data Analysis - Sources, compiles, and interprets financial data; performs complex analysis to identify market/product trends for reporting.
• Product Expert - Provides expertise and serves as a resource to internal and external parties; resolves issues in sales processes.
• Documentation - Prepares and inspects client proposals, service agreements, and implementation forms.

Skills

Sales Support

Customer Service

Builds relationships

Issue resolution

Partnership

Communication

Operational Excellence

Process oriented

Detail oriented

Effective judgement

Education

Bachelor’s Degree or GED

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.

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

• 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

• Sales Support
• Customer Service Skills
• Builds productive relationships
• Issue resolution / escalation
• Partnership and collaboration
• Communication (Written and Verbal)
• Operational Excellence
• Process Oriented
• Detail Oriented
• Effective Judgement

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.