Wealth Client Advisor & Operations Specialist

First Citizens; San Francisco (CA); On-site; USD 44,000 - 59,000; Full time

Job summary

First Citizens Bank is seeking a Wealth Client Specialist in San Francisco to support Fiduciary Officers and manage client service tasks such as money movements, distributions, and account maintenance. You will assist with client meetings, documentation, and data analysis to identify opportunities and ensure high service levels.

The role emphasizes building strong client relationships, accurate documentation, and collaboration within the Wealth division.

Qualifications

• Bachelor's Degree and 0 years of experience in Trust, Banking Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations
• Preferred: Prior experience in wealth management/trust or financial services. Knowledge of Trust Administration

Responsibilities

• Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business.
• 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. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.

Skills

Sales

Customer Service

Operations

Data Analysis

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank is seeking a Wealth Client Specialist in San Francisco to support Fiduciary Officers and manage client service tasks such as money movements, distributions, and account maintenance. You will assist with client meetings, documentation, and data analysis to identify opportunities and ensure high service levels.

The role emphasizes building strong client relationships, accurate documentation, and collaboration within the Wealth division.