Wealth Client Specialist

First Citizens Wealth; Raleigh (NC); On-site; USD 50,000 - 80,000; Full time

Job summary

First Citizens Bank is seeking a client-focused specialist to support daily sales activities and deliver advanced service. You will review financial information, prepare documentation, and assist in identifying sales opportunities within the wealth team.

The role involves supporting account servicing and resolving inquiries to ensure client satisfaction. The ideal candidate has strong relationship skills, experience in sales or customer service, and the ability to guide less experienced

Qualifications

• Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Sales, or Customer Service, or Operations

Responsibilities

• Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries.
• 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.

Skills

Sales Experience

Customer Service

Operations Knowledge

Education

Bachelornd GED

Tools

CRM Software

Job description

Overview

At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life’s biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most.

Overview

At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life’s biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most.

This position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities in order to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group.

Responsibilities & Qualifications

Duties & 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.

Qualifications

Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Sales, or Customer Service, or Operations

Preferred Skills: Strong relationship and client management skills

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.