Wealth Client Specialist - Raleigh

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

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 the Wealth Division with 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.

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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.

Position Specific Skills:

• Communication (Written and Verbal)
• Customer service skills
• Sales Support
• Effective judgement

Document and Records Management

Qualifications:

• Bachelor's Degree and 0 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations
• Preferred: Banking or Wealth Management experience

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.