Client Relations & Sales Support Associate

First Citizens; Florence (SC); Presencial; USD 34.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits package

Competitive compensation

Descripción de la vacante

First Citizens is seeking an administrative support professional to assist FCIS sales associates by handling scheduling, documentation, client assistance, and daily office operations. The role supports financial planning activities and helps ensure smooth project execution, enabling greater focus on client engagement.

Responsibilities include preparing client review materials, maintaining records, answering inquiries, and coordinating communications with clients and team members.

Formación

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

Responsabilidades

• Sales support: assist in client or prospect review meeting prep, scheduling, and prospecting event planning.
• Relationship management: provide admin support to daily operations.
• Documentation: filing and maintaining department records, client contact systems and referrals.
• Communication: answer calls from clients and partners, direct inquiries, and assist in scheduling and information sharing.

Conocimientos

Administrative Skills

Communication

Organization skills

Sales Support

Customer service

Educación

High School Diploma or GED

Descripción del empleo

First Citizens is seeking an administrative support professional to assist FCIS sales associates by handling scheduling, documentation, client assistance, and daily office operations. The role supports financial planning activities and helps ensure smooth project execution, enabling greater focus on client engagement.

Responsibilities include preparing client review materials, maintaining records, answering inquiries, and coordinating communications with clients and team members.