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Wealth Client Services Specialist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-15
Listing for:
First Citizens
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services
Job Description & How to Apply Below
First Citizens in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role is crucial for executing service-related activities including account maintenance and client interaction. The ideal candidate will possess a Bachelor's Degree or relevant experience in Wealth Support, Customer Service, or Banking.
The role demands strong documentation skills and a knack for data analysis to identify trends. First Citizens offers a competitive compensation package inclusive of benefits and incentives.
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