Wealth Client Retention Specialist

First Citizens; Raleigh (NC); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive benefits program

Job summary

First Citizens Bank is seeking a Retention Specialist in Raleigh, NC. This entry-level position involves managing client relationships and identifying growth opportunities for our mass affluent clients. You will promote investment products, facilitate client satisfaction, and ensure compliance with regulations.

The ideal candidate has a Bachelor's Degree or equivalent experience in Registered Securities. Strong communication and relationship management skills are essential. Join us to contribute to clients' financial success while being part of a supportive team.

Qualifications

• 1 year of experience in Registered Securities Representative with Bachelor's Degree.
• 5 years of experience in Registered Securities Representative with High School Diploma or GED.
• Preferred experience in Call Center and Client Service.

Responsibilities

• Promote investment and securities products to clients.
• Ensure timely processing of client requests.
• Ensure compliance with regulations and policies.
• Build rapport with clients and identify financial needs.

Skills

Sales outreach

Client retention

Relationship management

Knowledge of investment and financial markets

Education

Bachelor's Degree in finance or related field

High School Diploma or GED

Job description

First Citizens Bank is seeking a Retention Specialist in Raleigh, NC. This entry-level position involves managing client relationships and identifying growth opportunities for our mass affluent clients. You will promote investment products, facilitate client satisfaction, and ensure compliance with regulations.

The ideal candidate has a Bachelor's Degree or equivalent experience in Registered Securities. Strong communication and relationship management skills are essential. Join us to contribute to clients' financial success while being part of a supportive team.