Client Associate

First Citizens Bank; Florence (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

First Citizens Bank is seeking an Administrative Support role to assist FCIS sales associates and support new business development by ensuring efficient daily operations. The position handles documentation, filing, scheduling, client assistance and supports financial planning activities to enable greater client engagement.

Responsibilities include sales support for meeting preparation and event planning, accurate relationship management, and maintaining compliance-related files.

Qualifications

• High School Diploma or GED required.
• 1 year of experience in administrative or financial services or brokerage industry preferred.
• Strong administrative, organizational and communication skills.
• Customer service oriented with ability to support sales and client engagement.

Responsibilities

• Sales Support: assist in client or prospect meeting preparation, appointment scheduling, and event planning to help close sales.
• Relationship Management: provide administrative support to daily operations and client relationships.
• Documentation: filing and maintaining department records, client contact systems and referrals; assist with compliance information.
• Communication: answer client and partner inquiries, connect clients with team members for scheduling and information, and assist with client engagement mailings.

Education

High School Diploma or GED

Job description

Overview

This position provides administrative support to FCIS sales associates. Supports new business development by ensuring efficient daily operations. Responsible for documentation and filing, scheduling appointments, client assistance, and other activities. Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement.

Responsibilities & Qualifications

Duties & Responsibilities

• Sales Support - Supports sales efforts by assisting in all aspects of client or prospect review meeting preparation, appointment scheduling, and prospecting event planning. Ensures associates have the resources and information needed to close sales.
• Relationship Management - Assists in client relationship management planning by providing timely, efficient administrative support to daily operations.
• Documentation - Responsible for filing and maintaining department records, including client contact systems and referrals. Assists in maintaining compliance files and sourcing information needed for business activities.
• Communication - Answers incoming calls from clients and partners. Addresses inquiries or directs to the appropriate party. May reach out to clients at the request of team members for scheduling needs or to provide information. Assists in sending out client engagement mailings such as birthday, holiday, and anniversary cards.

Position Specific Skills

• Administrative Skills
• Communication (Written and Verbal)
• Organization skills
• Sales Support
• Customer service skills

Qualifications

High School Diploma or GED and 1 years of experience in Administrative or financial services or brokerage industry

Additional Information

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.

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.

Duties & Responsibilities

• Sales Support - Supports sales efforts by assisting in all aspects of client or prospect review meeting preparation, appointment scheduling, and prospecting event planning. Ensures associates have the resources and information needed to close sales.
• Relationship Management - Assists in client relationship management planning by providing timely, efficient administrative support to daily operations.
• Documentation - Responsible for filing and maintaining department records, including client contact systems and referrals. Assists in maintaining compliance files and sourcing information needed for business activities.
• Communication - Answers incoming calls from clients and partners. Addresses inquiries or directs to the appropriate party. May reach out to clients at the request of team members for scheduling needs or to provide information. Assists in sending out client engagement mailings such as birthday, holiday, and anniversary cards.

Position Specific Skills

• Administrative Skills
• Communication (Written and Verbal)
• Organization skills
• Sales Support
• Customer service skills

Qualifications

High School Diploma or GED and 1 years of experience in Administrative or financial services or brokerage industry