Wealth Client Specialist
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
- Service & Support - 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.
- Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms. Adhere to all compliance and risk related documentation/imaging.
- Data Analysis - Sources, compiles, and interprets data. Performs analysis to determine trends in market, product, or client information.
- Product Specialist - 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
