Client Associate (part-time)

First Citizens; Boone (NC); On-site; USD 40,000 - 50,000; Full time

Job summary

First Citizens in Boone, NC seeks an Administrative Assistant to provide essential support to FCIS sales associates, manage documentation, scheduling, and client assistance to enable stronger client engagement.

Responsibilities include preparing meeting materials, maintaining records, answering calls, coordinating referrals, and assisting with client outreach such as mailings and reminders. Strong organizational and communication skills required.

Qualifications

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

Responsibilities

• Assist in client or prospect meeting preparation and scheduling.
• Provide efficient administrative support for daily operations.
• Maintain department records and filing; manage client contact systems.
• Answer calls and direct inquiries to the appropriate party.

Skills

Administrative Skills

Communication (Written and Verbal)

Organization skills

Sales Support

Customer service skills

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

• 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.