Wealth Client Advisor & Operations Specialist
First Citizens
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.
#J-18808-LjbffrVacancy posted 1 day ago
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