Wealth Client Specialist-Personal Trust

Company: First Citizens
Location: Boston
Posted on: May 8, 2025

Job Description:

OverviewThis is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.Wealth Client Specialists will initiate the administrative review process as required by regulation. They will work as critical partners with the fiduciary team to identify administrative gaps and will be responsible for quality assurance and quality control functions, ensuring data integrity and regulatory compliance, in accordance with established policies and procedures.Responsibilities

• Service & Support: Uncover sales opportunities through analysis, reporting, and daily support operations. Work directly with individuals to address issues and respond to inquiries. Determine target needs and provide resolutions. May serve as the main contact for clients throughout the sales process and assist in calls or presentations to solicit business.
• Documentation: Prepare documentation presented to clients, including proposals, service agreements, and implementation forms.
• Data Analysis: Source, compile, and interpret financial data. Perform analysis to identify trends in market, product, or client information.
• Product Specialist: Provide knowledge in your area of work. Assist in troubleshooting processes for internal and external parties. May help in creating and monitoring pricing of bank products or services, including evaluating competitor products and suggesting enhancements to make bank offerings more attractive.QualificationsBachelor's Degree with 0 years of experience in Trust, Banking Sales, Customer Service, or Operations, OR a High School Diploma or GED with 4 years of experience in Sales, Customer Service, or Operations.Preferred: Knowledge of Trust Administration.Benefits are an integral part of total rewards, and First Citizens Bank is committed to offering a competitive, thoughtfully designed, and quality benefits program to meet our associates' needs. More information can be found at .
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Keywords: First Citizens, New Bedford , Wealth Client Specialist-Personal Trust, Other , Boston, Massachusetts