Wealth Client Specialist

About the role

This position supports the Wealth Division with bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group.

Responsibilities

• Uncovers sales opportunities through analysis, reporting, and daily support operations.
• Works directly with individuals to address issues and respond to inquiries, determining target needs and providing resolution.
• May serve as the main point of contact for clients throughout the sales process, assisting in calls or presentations intended to solicit business.
• Prepares documentation presented to clients, including proposals, service agreements, and implementation forms.
• Sources, compiles, and interprets financial data, performing analysis to determine trends in market, product, or client information.
• Provides expertise in area of work, assisting in process troubleshooting for both internal and external parties.
• May assist in creating and monitoring pricing of bank products or services, evaluating competitor products and making suggestions to enhance the attractiveness of bank offerings.

Qualifications

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

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 associates. More information can be found at https://jobs.firstcitizens.com/benefits.