Senior Wealth Client Specialist - Family Office Services

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

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.