Wealth Client Specialist-Personal Trust

Company: First Citizens
Location: Boston
Posted on: May 4, 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 are responsible for quality assurance and quality control functions, ensuring data integrity and regulatory compliance in accordance with established policies and procedures.Responsibilities

• Service & Support: 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 resolutions. May serve as the main point of contact for clients throughout the sales process and assist in calls or presentations to solicit business.
• Documentation: Prepares documentation presented to clients, including proposals, service agreements, and implementation forms.
• Data Analysis: Sources, compiles, and interprets financial data. Performs analysis to identify trends in market, product, or client information.
• Product Specialist: Provides expertise in the area of work. Assists in process troubleshooting for internal and external parties. May assist 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 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. 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 .
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Keywords: First Citizens, Somerville , Wealth Client Specialist-Personal Trust, Other , Boston, Massachusetts