Wealth Client Solutions Advisor
Job in
Greensboro, Guilford County, North Carolina, 27497, USA
Listed on 2026-07-30
Listing for:
First Citizens Wealth
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
First Citizens Bank is seeking a Wealth Division support professional to assist in daily sales activities, analyze client needs, and guide documentation and service delivery. You will address inquiries, resolve account or product discrepancies, and help ensure client satisfaction throughout the sales process.
The role involves preparing documentation, providing product knowledge, and supporting senior specialists. Prior banking or wealth experience is preferred.
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