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About the Role

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. Establishing 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

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.
Prepares documentation presented to clients, including proposals, service agreements, and implementation forms.
Sources, compiles, and interprets financial data.
Performs analysis to determine trends in market, product, or client information.
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.

Requirements

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
Prior experience in wealth management/trust or financial services is preferred.
Knowledge of Trust Administration is preferred.

Experience Level

0 years of experience in Trust, Banking Sales, or Customer Service, or Operations (with Bachelor's Degree)
4 years of experience in Sales, or Customer Service, or Operations (with High School Diploma or GED)

Education Level

Bachelor's Degree
High School Diploma or GED

Salary/Compensations

$32.00 - $43.00 per hour (San Francisco)

Benefits

Competitive, thoughtfully designed and quality benefits program

About the Company

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.