Wealth Client Solutions Specialist

First Citizens; Raleigh (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

First Citizens Bank seeks a Wealth Division partner to support daily sales activities with advanced service levels. You will review financial data, identify opportunities, and prepare documentation to facilitate client engagements.

Responsibilities include handling inquiries, ensuring client satisfaction, and guiding less experienced teammates as needed. Banking or wealth management experience is preferred, with a focus on accurate documentation and proactive client support.

Qualifications

• Bachelor's degree with 0 years of sales or customer service experience, or a high school diploma with 4 years of related experience.
• Banking or Wealth Management exposure preferred.
• Strong communication and customer service skills required.

Responsibilities

• Serve as the main contact for clients through the sales process, addressing inquiries and coordinating documentation.
• Prepare client-facing proposals, service agreements, and implementation forms.
• Source, compile, and interpret financial data to identify sales opportunities and trends.
• Assist in pricing discussions and ensure accuracy of bank product information and offerings.

Skills

Communication

Customer service

Sales Support

Judgement

Education

Bachelor's Degree

High School Diploma

Job description

First Citizens Bank seeks a Wealth Division partner to support daily sales activities with advanced service levels. You will review financial data, identify opportunities, and prepare documentation to facilitate client engagements.

Responsibilities include handling inquiries, ensuring client satisfaction, and guiding less experienced teammates as needed. Banking or wealth management experience is preferred, with a focus on accurate documentation and proactive client support.