[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All First Citizens Bank (NC) jobs](https://jobs.opennash.com/companies/first-citizens-bank-nc/) · [Search jobs](/search/) First Citizens Bank (NC) · San Francisco, California # Wealth Client Specialist San Francisco, California Full-time $43.00 per hour Executive & Management Listed on First Citizens Bank (NC)’s official careers site. Posted June 15, 2026. Check that it is still open and apply there. [Apply on First Citizens Bank (NC)’s careers site →](https://external-firstcitizens.icims.com/jobs/34315/login) [OpenNash Jobs](https://jobs.opennash.com/) / [First Citizens Bank (NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/) / Wealth Client Specialist ## Job description ### Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. The Wealth Client Specialist (WCS) role supports Fiduciary Officers within the Wealth Division. The position has responsibility for all service-related activities such as money movement, distributions, account opening/closing/maintenance and research. Establish excellent partnerships and demonstrating a high level of client service are key expectations of the role. WCS also assists with office related support such as coordinating and preparing for client meetings, mail handling and distributions as well as assisting with ordering office supplies when needed. ### Responsibilities & Qualifications Duties & Responsibilities: Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business. ### Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms. ### Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information. ### Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings. ### Qualifications Bachelor's Degree and 0 years of experience in Trust, Banking Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations Preferred: Prior experience in wealth management/trust or financial services. Knowledge of Trust Administration Additional Information If hired in San Francisco, the base pay for this position is generally between $32.00 and $43.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at [https://jobs.firstcitizens.com/benefits](https://jobs.firstcitizens.com/benefits). ## At a glance - Posted by the employer: Jun 15, 2026 - First seen by OpenNash: Jul 10, 2026 - Last checked: Oct 17, 2026 - Listed for: 124 days - Location: San Francisco, California - Employment type: Full-time - Pay: $43.00 per hour[Apply on First Citizens Bank (NC)’s careers site →](https://external-firstcitizens.icims.com/jobs/34315/login) ## More jobs at First Citizens Bank (NC) ### [Associate Development Program, March 2027 (San Francisco)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/870999c6cebc25b7c01f/) San Francisco, California ### [Associate Development Program, Sept 2027 (San Francisco)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/c1afd12519895e78220d/) San Francisco, California ### [Bank Sales & Service Representative (Universal Banker) $2k sign on bonus](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/8456d04771648d1cd829/) San Francisco, California ### [Commercial Banker](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/97ce15ea38b485d7fbe4/) San Francisco, California ### [Relationship Advisor II- Technology](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/8fbda5e05879b59207d0/) San Francisco, California ## Similar jobs at other companies ### [Linscomb Wealth - Client Service Associate Manager](https://jobs.opennash.com/companies/huntington-bank/jobs/2ac2bc823e647b8ac9b5/) Huntington Bank · Houston, TX ### [Wealth Management, USPB Client Onboarding, Associate](https://jobs.opennash.com/companies/jpmorganchase/jobs/3d03bc26aabf2fc4a4ac/) JPMorganChase · Columbus, OH, United States ### [Wealth Planning Associate, Client Success (HYBRID OR REMOTE)](https://jobs.opennash.com/companies/equitable-holdings/jobs/070f76e5161231bfee65/) Equitable Holdings ### [Client Advisor Wealth Management (w/m/d) Düssedorf](https://jobs.opennash.com/companies/ubs/jobs/e751ce32c5c63d5f69ac/) UBS · United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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