First Citizens Bank · 5 hours ago
Wealth Client Specialist
Boston, MA
Full-time
Onsite
New Grad, Entry Level
$36.40/hr - $41.85/hr
0+ years expFirst Citizens Bank is seeking a Wealth Client Specialist to support Wealth Consultants and Private Bankers within their Wealth Division. The role involves service-related activities, client support, documentation preparation, data analysis, and product specialization to enhance client relationships and business opportunities.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Service & Support - Works directly with clients and Advisors/Partners to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process and assists in calls or presentations intended to solicit business. Uncovers sales opportunities through analysis, reporting, and daily support operations
Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms. Adhere to all compliance and risk related documentation/imaging
Data Analysis - Sources, compiles, and interprets data. Performs analysis to determine trends in market, product, or client information
Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings
Qualification
Required
Bachelor's Degree and 0 years of experience in Wealth Support, Banking, Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Wealth Support, Banking, Sales, or Customer Service, or Operations
Preferred
Prior experience in wealth management or financial services
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
Talk Business & Politics
2026-01-16
2026-01-13
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