Wealth Client Specialist

1 week ago

Hendersonville, NC, United States First Citizens Bank Full time
Overview

The Wealth Client Specialist (WCS) role supports Fiduciary Officers and Wealth Consultants 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

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. Understands foundational components of Trust line of business. For example, Grantor, Trustee, Successor Trustee, Beneficiaries, etc.

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

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

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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