Wealth Client Specialist
San Franciscoonsitemid$67K – $89K
Posted 4mo ago · via Icims
About this role
Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. The Wealth Client Specialist (WCS) role supports Fiduciary Officers 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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in San Francisco. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
More at First Brands Group
- View →Mortgage Banker Sales AssistantAtlanta, GA, US
- View →2027 Summer Intern - Accounting & Business Systems (Morristown, NJ)Morristown, NJ, US
- View →Managing Director - Middle Market Banking, Market Leader - ChicagoChicago, IL, US
- View →Manager Client Support Shared ServicesPhoenix, AZ, US
- View →Relationship Manager IIIPortsmouth, NH, US
- View →Director, Site Reliability Engineering & Capacity ManagementRaleigh, NC, US