Senior Wealth Client Specialist — Family Office Focus

First Citizens; Boston (MA); On-site; USD 52,000 - 63,000; Full time

Job summary

First Citizens Bank seeks a Senior Wealth Client Specialist to support Family Office and multi-family office clients in Boston. You will handle money movement, distributions, account maintenance, and research, while coordinating client meetings and office tasks.

The role emphasizes excellent client service, documentation accuracy, and cross-functional collaboration with wealth professionals. Strong communication and data analysis are essential to uncover opportunities and deliver value.

Qualifications

• Bachelor's Degree OR High School Diploma/GED plus 4 years in Sales, Customer Service, or Operations.
• Preferred experience in wealth management and/or supporting high net worth family office.
• Strong communication (written and verbal) and client service orientation.

Responsibilities

• Service & Support – handles client inquiries, resolves issues, and may act as main contact during sales process.
• Data Analysis – compiles and interprets financial data to identify trends and inform decisions.
• Product Expert – provides guidance and resolves issues in sales processes for internal/external clients.
• Documentation – prepares and reviews client proposals, service agreements, and implementation forms.

Skills

Communication Written Verbal

Document Records Management

Sales Support

Customer Service Skills

Effective Judgement

Process-Oriented

Education

Bachelor's Degree

High School Diploma or GED/Equivalent

Job description

First Citizens Bank seeks a Senior Wealth Client Specialist to support Family Office and multi-family office clients in Boston. You will handle money movement, distributions, account maintenance, and research, while coordinating client meetings and office tasks.

The role emphasizes excellent client service, documentation accuracy, and cross-functional collaboration with wealth professionals. Strong communication and data analysis are essential to uncover opportunities and deliver value.