Senior Wealth Client Specialist Family Office Focus

First Citizens

First Citizens Bank seeks a Senior Wealth Client Specialist to support Family Office and multi-family office clients in Boston. You will handle money movement, distributions, account maintenance, and research, while coordinating client meetings and office tasks.

The role emphasizes excellent client service, documentation accuracy, and cross-functional collaboration with wealth professionals. Strong communication and data analysis are essential to uncover opportunities and deliver value.

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Vacancy posted 1 day ago

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