Wealth Client Advisor

First Citizens Wealth; Raleigh (NC); On-site; USD 70,000 - 95,000; Full time

Job summary

First Citizens Bank in Raleigh, NC seeks a Sales and Client Support specialist within the Wealth team. The role executes daily sales activities, analyzes client needs, prepares documentation, and helps identify opportunities across banking, investment, and related products.

You will collaborate with colleagues to ensure client satisfaction, resolve inquiries and discrepancies, and support account servicing.

Qualifications

• Bachelor's Degree OR High School Diploma or GED/Equivalent with 4 years in Sales, Customer Service or Operations.
• Strong relationship and client management skills.

Responsibilities

• Uncovers sales opportunities through analysis, reporting, and daily support operations.
• Prepares documentation presented to clients, including proposals and service agreements.
• Sources, compiles, and interprets financial data to identify trends in market or client information.
• Provides knowledge in area of work and assists in pricing and troubleshooting for bank products.

Skills

Sales

Customer Service

Data Analysis

Communication

Education

Bachelor's Degree or GED

Job description

First Citizens Bank in Raleigh, NC seeks a Sales and Client Support specialist within the Wealth team. The role executes daily sales activities, analyzes client needs, prepares documentation, and helps identify opportunities across banking, investment, and related products.

You will collaborate with colleagues to ensure client satisfaction, resolve inquiries and discrepancies, and support account servicing.