Wealth Client Specialist - Columbia

Company: First Citizens Bank
Location: Columbia
Posted on: February 16, 2020

Job Description:

Position Description:
Wealth Client Specialists will assist a combination of private banker(s), client advisor(s) and/or fiduciary officer(s) in effectively implementing their client acquisition and service delivery plans. Proactively providing professional and responsive service to high net worth clients. Assisting in the gathering of account documentation for loans, deposits, trust, and/or investment accounts. Requires daily support of sales including but not limited to responding to client requests, contact management tracking, account documentation maintenance, gathering/tracking of client documentation, and timely follow up on internal/external client requests. Working as a critical member of the wealth management team, responsible for quality assurance and quality control functions consistent with first line of defense duties to ensure data integrity and regulatory compliance.

Position Requirements:
Bachelor degree with 6 months related banking or financial services experience
Or
High School Diploma or GED with minimum of 4 years related banking or financial services experience.

-Strong written and verbal communication skills, with proven track record working in high paced environment.
-Advanced computer skills: Excel, PowerPoint, Word
-Ability to proactively solve problems, while exercising exceptional judgment.
-Able to work well within high paced sales team, and independently.

Keywords: First Citizens Bank, Columbia , Wealth Client Specialist - Columbia, Other , Columbia, South Carolina