Client Engagement & Sales Support Associate

First Citizens; Country Club Forest (SC); On-site; USD 36,000 - 48,000; Full time

Job summary

First Citizens Bank in South Carolina is seeking an administrative support professional to assist FCIS sales associates, help with daily operations, documentation, scheduling, and client assistance. This role supports financial planning activities and projects, enabling advisors to focus more on client engagement while maintaining compliance and efficient office workflows.

This position emphasizes organized administrative duties and effective communication to support client relationships and

Qualifications

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

Responsibilities

• Sales Support: assists in client or prospect review meeting preparation, appointment scheduling, and event planning.
• Relationship Management: provides administrative support to daily operations.
• Documentation: filing and maintaining department records including client contacts and referrals.
• Communication: answers calls from clients and partners and routes inquiries appropriately.

Skills

Administrative Skills

Communication (Written and Verbal)

Organization skills

Sales Support

Customer service skills

Education

High School Diploma or GED

Job description

First Citizens Bank in South Carolina is seeking an administrative support professional to assist FCIS sales associates, help with daily operations, documentation, scheduling, and client assistance. This role supports financial planning activities and projects, enabling advisors to focus more on client engagement while maintaining compliance and efficient office workflows.

This position emphasizes organized administrative duties and effective communication to support client relationships and