Client Engagement & Sales Support Specialist

First Citizens; Boone (NC); Presencial; USD 40.000 - 50.000; Jornada completa

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Administrative Skills

Communication (Written and Verbal)

Organization skills

Sales Support

Customer service skills

Educación

High School Diploma or GED

Descripción del empleo

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.