Senior Wealth Client Specialist

First Citizens Bank•Raleigh, NC

About The Position

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. The Senior Wealth Client Specialist (WCS) role supports the Wealth Division's Family Office and multi-family office clients. 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. The Senior 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.

Requirements

Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Sales, or Customer Service, or Operations
Communication (Written and Verbal)
Document and Records Management
Sales Support
Customer service skills
Effective judgement
Process-Oriented

Nice To Haves

Prior experience in wealth management and/or supporting high net worth family office.

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.
Handles escalated support issues.
May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business.
Sources, compiles, and interprets financial data.
Performs complex analysis to determine trends in market, product, or customer information, and provides reports for wider business use.
Offers expertise and serves as a resource to both internal and external parties.
Identifies and resolves issues in sales processes.
Prepares and inspects documentation presented to clients. This may include proposals, service agreements, and implementation forms.
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.