Wealth Client Specialist
First Citizens Bank•Charlotte, NC
462d
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About The Position
The Wealth Client Specialist (WCS) role at First Citizens Bank supports Fiduciary Officers and Wealth Consultants in the Wealth Management line of business. This position is responsible for service-related daily activities such as money movement, account management, and client research, as well as sales support duties including prospecting and client presentations. Establishing strong client relationships and providing high-quality service are key expectations. The WCS also assists with office-related tasks, including coordinating client meetings and managing office supplies, while having opportunities to participate in book of business management activities.
