Wealth Client Specialist - San Francisco

First Citizens Bank•San Francisco, CA

1d•Onsite

About The Position

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.

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

Nice To Haves

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

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. 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.