First Citizens Bank (www.fcb.com)
Full Time Employee
Client Services Specialist - Personal Trust
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Job ID #: 27251
Functional Area: Wealth Management - Operations
Employment Type: Full-Time Non-Exempt
Education Required: High School Diploma
Experience Required: 2 years
Days and Hours: Monday-Friday 8am-5pm
Physical Address: 4300 Six Forks Rd, Raleigh, NC 27609
Department Name: Wealth Management
Client Service Specialists assist relationship officers in gathering and reviewing required account documentation for delivery to Trust Support Group for processing. To assist customers with their various needs and ensure account objectives are being met. To make regular customer calls and/or visits with or without the relationship officer. To solicit bank products and receive additional contributions as opportunities arise. To work directly with supporting areas of Trust and the Bank to ensure accurate records are maintained and customer needs are being met.
Meet and work closely with customer/beneficiaries concerning inquiries/problems regarding matters of account or asset administration.
Correspond with Trust Support Group, attorneys, accountants, clerks of court, etc., on account or beneficiary matters. Consult with relationship officer on more complex or sensitive issues.
Assemble and prepare Sub-Committee review documentation for relationship officer and review asset mix to ensure investment ratios are accurate.
Review transactions and fees in account for accuracy. Monitor activity to ensure accurate and timely payment for services.
Correspond with the Trust Support Group in order to ensure proper receipt of information and documentation needed in order to process all client requests.
Responsible for making sure client statements are received and that annual accountings are filed for all client accounts.
Perform daily duties including copying, time stamping documents, filing and handling calls from Trust clients and their agents
Associate's degree with a minimum of 2 years customer service experience.
High school diploma or GED with a minimum of 4 years customer service experience.
We are an Equal Opportunity Employer and do not discriminate against applicants due race, color, religion, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or other legally protected status.
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