Senior Wealth Client Specialist - Family Office Services
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services, Banking & Finance
First Citizens Bank in Charlotte, NC, seeks a Senior Wealth Client Specialist to support Family Office and multi-family office clients. You will manage money movement, distributions, and account maintenance, while researching and addressing client inquiries with high service standards.
You will also assist with meeting preparation and office support, building strong client relationships and coordinating with teams to drive seamless wealth management processes.
The following position is for a Senior Wealth Client Specialist
- Family Office Services with First Citizens Bank.
This opening is for the Senior Wealth Client Specialist
- Family Office Services role at First Citizens Bank.
We are seeking a motivated Senior Wealth Client Specialist
- Family Office Services to join First Citizens Bank in Charlotte, NC, United States.
Consider building your career as a Senior Wealth Client Specialist
- Family Office Services at First Citizens Bank.
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