Wealth Client Specialist, Family Office

First Citizens Wealth

Charlotte (NC)

On-site

USD 108,886,000 - 132,360,000

Full time

4 days ago

Be an early applicant

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

First Citizens Wealth is seeking a Senior Wealth Client Specialist to support Family Office clients with money movement, distributions, and account maintenance. The role emphasizes exceptional client service, coordination of client meetings, and collaboration with wealth management teams to drive service excellence.

The Senior WCS will analyze data, identify opportunities, and assist in the sales process while maintaining strong client relationships.

Qualifications

Bachelor’s Degree or GED with 4 years in Sales, Customer Service, or Operations.
Wealth management experience preferred; proficiency with Microsoft Office.

Responsibilities

Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Acts as main contact for clients during the sales process and assists in calls or presentations to solicit business.
Data Analysis - Sources, compiles, and interprets financial data; performs complex analysis to identify market/product trends for reporting.
Product Expert - Provides expertise and serves as a resource to internal and external parties; resolves issues in sales processes.
Documentation - Prepares and inspects client proposals, service agreements, and implementation forms.