Senior Wealth Client Specialist, Family Office
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
First Citizens Bank's Wealth team 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 delivering high-touch client service and building strong relationships.
You will coordinate client meetings, prepare proposals and forms, and collaborate with internal teams to identify opportunities and resolve issues to ensure a seamless experience for high-net-worth clients.
The Senior Wealth Client Specialist, Family Office position in the Finance, IT & Technology field is open for applications.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Client Specialist, Family Office role in the description above.
We appreciate your interest in this position.
Join First Citizens Bank and contribute to our ongoing work.
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