Wealth Client Advisor

First Citizens Wealth; Raleigh (NC); On-site; USD 50,000 - 80,000; Full time

Job summary

First Citizens Bank is seeking a client-focused specialist to support daily sales activities and deliver advanced service. You will review financial information, prepare documentation, and assist in identifying sales opportunities within the wealth team.

The role involves supporting account servicing and resolving inquiries to ensure client satisfaction. The ideal candidate has strong relationship skills, experience in sales or customer service, and the ability to guide less experienced

Qualifications

• Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Sales, or Customer Service, or Operations

Responsibilities

• Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries.
• Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms.
• Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information.
• Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties.

Skills

Sales Experience

Customer Service

Operations Knowledge

Education

Bachelornd GED

Tools

CRM Software

Job description

First Citizens Bank is seeking a client-focused specialist to support daily sales activities and deliver advanced service. You will review financial information, prepare documentation, and assist in identifying sales opportunities within the wealth team.

The role involves supporting account servicing and resolving inquiries to ensure client satisfaction. The ideal candidate has strong relationship skills, experience in sales or customer service, and the ability to guide less experienced