Sales Support Specialist II EA Bk

First Citizens Wealth; San Francisco (CA); On-site; USD 44,083 - 59,236; Full time

Benefits offered by this job

Competitive benefits program

Variable incentives and bonuses

Job summary

First Citizens Wealth in San Francisco is seeking a Wealth Client Specialist to support Fiduciary Officers and enhance client service. You will handle service-related activities including money movement and account maintenance, while also analyzing market trends and preparing client documentation.

Preferred candidates are those with a bachelor’s degree, or a high school diploma along with relevant experience in sales or customer service. This position offers a competitive pay range of $32.00 to $43.00 per hour.

Qualifications

• Bachelor's Degree with no experience or High School Diploma with 4 years in Sales or Customer Service.
• Prior experience in wealth management or financial services is preferred.
• Knowledge of Trust Administration is a plus.

Responsibilities

• Uncover sales opportunities and provide client support.
• Prepare documentation presented to clients, including proposals.
• Source and analyze financial data to determine market trends.
• Assist with process troubleshooting and product pricing.

Skills

Client service

Sales analysis

Documentation preparation

Data analysis

Trust administration knowledge

Education

Bachelor's Degree

High School Diploma or GED

Job description

Overview

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.

The Wealth Client Specialist (WCS) role supports Fiduciary Officers within the Wealth Division. The position has responsibility for all service-related activities such as money movement, distributions, account opening/closing/maintenance and research. Establish excellent partnerships and demonstrating a high level of client service are key expectations of the role. WCS also assists with office related support such as coordinating and preparing for client meetings, mail handling and distributions as well as assisting with ordering office supplies when needed.

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 the sales process, and assists in calls or presentations intended to solicit business.
• Documentation – Prepares documentation presented to clients, including 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

Bachelor's Degree and 0 years of experience in Trust, Banking 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: Prior experience in wealth management/trust or financial services. Knowledge of Trust Administration.

If hired in San Francisco, the base pay for this position is generally between $32.00 and $43.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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.