Wealth Client Specialist - San Francisco

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.
• Serves as the main point of contact for clients throughout the sales process, and assists 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.
• Performs analysis to determine trends in market, product, or client information.
• Provides knowledge in area of work.
• Aids in process troubleshooting for both internal and external parties.
• Assists in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.

Qualifications

• 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.

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

Pay

The base pay for this position is generally between $32.00 and $43.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.

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.