Client Associate (part-time)

First Citizens Bank; Florence (SC); Presencial; USD 38.000 - 48.000; Jornada completa

Descripción de la vacante

First Citizens Bank in Florence, SC is seeking an administrative support professional to assist FCIS sales associates and streamline daily operations, including documentation, filing, scheduling, and client assistance. You will help prepare materials for meetings and ensure resources are available to the team.

This role supports financial planning activities and collaborates with colleagues on various projects, enabling the sales team to focus more on client engagement and relationship building.

Formación

• 1 year of experience in administrative or financial services or brokerage.
• Strong organization and communication skills.
• Attention to detail and client service orientation.

Responsabilidades

• Provide administrative support to FCIS sales associates.
• Prepare meeting materials, schedule appointments, and coordinate events.
• Maintain filing and record systems and assist with compliance tasks.
• Answer calls and assist clients and partners with inquiries.

Conocimientos

Administrative Skills

Communication

Organization

Sales Support

Customer Service

Educación

High School Diploma or GED

Descripción del empleo

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.