Wealth Client Specialist

First Citizens Bank • Boston, MA

6d • Hybrid

About The Position

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact. The Wealth Client Specialists will assist Institutional Consultants in effectively implementing their client service delivery and retention plans. Proactively providing professional and responsive service to Institutional clients serviced by the Institutional Trust Department. Requires daily support of Consultants including but not limited to responding to client requests, contact management tracking, account maintenance, cash transactions, portfolio monitoring, gathering/tracking of client documentation, and timely follow up on internal/external client requests. Working as a critical partner with the Consultant and responsible for quality assurance and quality control functions consistent with first line of defense established policies and procedures to ensure data integrity and regulatory compliance.

Requirements

• 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

Nice To Haves

• Institutional or retirement services experience

Responsibilities

• Provides updates on recent client servicing requests, 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. This may include 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level