Wealth Client Advisor

First Citizens Wealth; San Francisco (CA); On-site; USD 44,083 - 59,236; Full time

Benefits offered by this job

Competitive benefits program

Variable incentives and bonuses

Job summary

First Citizens Wealth in San Francisco is seeking a Wealth Client Specialist to support Fiduciary Officers and enhance client service. You will handle service-related activities including money movement and account maintenance, while also analyzing market trends and preparing client documentation.

Preferred candidates are those with a bachelor’s degree, or a high school diploma along with relevant experience in sales or customer service. This position offers a competitive pay range of $32.00 to $43.00 per hour.

Qualifications

• Bachelor's Degree with no experience or High School Diploma with 4 years in Sales or Customer Service.
• Prior experience in wealth management or financial services is preferred.
• Knowledge of Trust Administration is a plus.

Responsibilities

• Uncover sales opportunities and provide client support.
• Prepare documentation presented to clients, including proposals.
• Source and analyze financial data to determine market trends.
• Assist with process troubleshooting and product pricing.

Skills

Client service

Sales analysis

Documentation preparation

Data analysis

Trust administration knowledge

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Wealth in San Francisco is seeking a Wealth Client Specialist to support Fiduciary Officers and enhance client service. You will handle service-related activities including money movement and account maintenance, while also analyzing market trends and preparing client documentation.

Preferred candidates are those with a bachelor’s degree, or a high school diploma along with relevant experience in sales or customer service. This position offers a competitive pay range of $32.00 to $43.00 per hour.