Senior Wealth Client Specialist, Family Office

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

Job summary

First Citizens Bank's Wealth team 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 delivering high-touch client service and building strong relationships.

You will coordinate client meetings, prepare proposals and forms, and collaborate with internal teams to identify opportunities and resolve issues to ensure a seamless experience for high-net-worth clients.

Qualifications

• Requires a Bachelor’s Degree or a High School Diploma/GED with 4+ years in Sales, Customer Service, or Operations.
• Experience in wealth management or supporting high net worth clients preferred.
• Proficiency with Microsoft Office and ability to analyze data for client insights.

Responsibilities

• Service & Support: address inquiries, resolve issues, and act as main contact through sales process.
• Data Analysis: compile and interpret financial data to identify trends and prepare reports for internal use.
• Product Expert: provide expertise and resources to clients and internal teams, resolve sales process issues.
• Documentation: prepare and review client proposals, service agreements, and implementation forms.

Skills

Builds productive relationships

Issue resolution / escalation

Partnership and collaboration

Operational excellence

Detail oriented

Education

Bachelor's or HS diploma with 4+ years exp

Tools

Microsoft Office

Job description

First Citizens Bank's Wealth team 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 delivering high-touch client service and building strong relationships.

You will coordinate client meetings, prepare proposals and forms, and collaborate with internal teams to identify opportunities and resolve issues to ensure a seamless experience for high-net-worth clients.