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
First Citizens Wealth in New York is seeking a Senior Wealth Client Specialist to support Family Office clients. You will handle money movements, distributions, account maintenance, and client meetings coordination, delivering high‑touch service and building trusted relationships.
You will analyze financial data, prepare proposals, and partner with internal teams to solve issues and present solutions. A bachelor’s degree and 4+ years in sales, customer service, or wealth operations are
Join us at First Citizens Wealth as our next Senior Wealth Client Specialist
- Family Office Services in New York, NY, United States.
This posting is for the Senior Wealth Client Specialist
- Family Office Services role at First Citizens Wealth, based in New York, NY, United States.
We are looking to fill the Senior Wealth Client Specialist
- Family Office Services position at First Citizens Wealth in New York, NY, United States.
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