Wealth Client Specialist

First Citizens Bank•Boston, MA

3h•$36 - $42

About The Position

The Wealth Client Specialist (WCS) role supports Wealth Consultants and Private Bankers 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.

Requirements

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

Nice To Haves

Prior experience in wealth management or financial services.

Responsibilities

Works directly with clients and Advisors/Partners 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.
Uncovers sales opportunities through analysis, reporting, and daily support operations.
Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms.
Adhere to all compliance and risk related documentation/imaging.
Sources, compiles, and interprets 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