Wealth Client Advisor

First Citizens; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

First Citizens Bank is seeking a Wealth Sales Support professional to assist in daily sales activities, analyze client data, and prepare documentation. You will serve as a point of contact through the sales process, uncover opportunities, and help resolve inquiries.

The role emphasizes a strong customer-service mindset, collaboration with the Wealth team, and monitoring pricing and bank products to support client needs.

Qualifications

• Bachelor's Degree or High School Diploma with relevant experience
• Experience in sales, customer service, or operations preferred

Responsibilities

• Service & Support: identify sales opportunities and address client inquiries
• Documentation: prepare client proposals, service agreements, and forms
• Data Analysis: collect and interpret financial data to spot trends
• Product Specialist: assist in pricing and evaluating bank products or services

Skills

Sales & Customer Service

Operations

Data Analysis

Documentation

Education

Bachelor's Degree

High School Diploma

Job description

First Citizens Bank is seeking a Wealth Sales Support professional to assist in daily sales activities, analyze client data, and prepare documentation. You will serve as a point of contact through the sales process, uncover opportunities, and help resolve inquiries.

The role emphasizes a strong customer-service mindset, collaboration with the Wealth team, and monitoring pricing and bank products to support client needs.