layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Senior Wealth Client Specialist
First Citizens Bank
Boston, Massachusetts; New York, New York; Raleigh, North Carolina; Charlotte, North Carolina
Source: First Citizens Bank careers · View original posting
- Pay
- $38 — $46 USD per hour
Employer job description
From First Citizens Bank's posting. “We” and “our” refer to the employer.
Overview
At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life’s biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most.
The Senior Wealth Client Specialist (WCS) role supports the Wealth Division's Family Office and multi-family office clients.
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. The Senior WCS also assists with office related support such as coordinating and preparing for client meetings.