Wealth Client Advisor & Operations Specialist
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
First Citizens Bank is seeking a Wealth Client Specialist in San Francisco to support Fiduciary Officers and manage client service tasks such as money movements, distributions, and account maintenance. You will assist with client meetings, documentation, and data analysis to identify opportunities and ensure high service levels.
The role emphasizes building strong client relationships, accurate documentation, and collaboration within the Wealth division.
We invite applications for the Wealth Client Advisor & Operations Specialist position located in San Francisco, CA, United States.
We appreciate your interest in this position.
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This posting is for the Wealth Client Advisor & Operations Specialist role at First Citizens, based in San Francisco, CA, United States.
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