Wealth Client Solutions Advisor

First Citizens Wealth; Raleigh (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Benefits program

Job summary

First Citizens Wealth in Raleigh, NC seeks an experienced Sales & Client Support Specialist to identify opportunities within the wealth division and streamline the sales process from documentation to closing. You will analyze data, prepare proposals, and address client inquiries to ensure satisfaction.

Responsibilities include presenting proposals, supporting pricing considerations, and collaborating with internal teams to resolve issues, while guiding less experienced specialists as needed.

Qualifications

• Bachelor's degree required or equivalent experience in Sales/Customer Service/Operations.
• Experience in banking or wealth management preferred.
• Strong communication and client-service mindset.

Responsibilities

• Service & support: identify sales opportunities and address inquiries throughout the sales process.
• Documentation: prepare proposals, service agreements, and implementation forms.
• Data analysis: gather and interpret financial data to spot trends.
• Product knowledge: assist in pricing discussions and support troubleshooting for internal and external parties.

Skills

Communication

Customer service

Sales support

Effective judgement

Documentation & Records Management

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Wealth in Raleigh, NC seeks an experienced Sales & Client Support Specialist to identify opportunities within the wealth division and streamline the sales process from documentation to closing. You will analyze data, prepare proposals, and address client inquiries to ensure satisfaction.

Responsibilities include presenting proposals, supporting pricing considerations, and collaborating with internal teams to resolve issues, while guiding less experienced specialists as needed.