Client Services & Sales Support Associate

First Citizens Bank; Florence (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

First Citizens Bank is seeking an Administrative Support role to assist FCIS sales associates and support new business development by ensuring efficient daily operations. The position handles documentation, filing, scheduling, client assistance and supports financial planning activities to enable greater client engagement.

Responsibilities include sales support for meeting preparation and event planning, accurate relationship management, and maintaining compliance-related files.

Qualifications

• High School Diploma or GED required.
• 1 year of experience in administrative or financial services or brokerage industry preferred.
• Strong administrative, organizational and communication skills.
• Customer service oriented with ability to support sales and client engagement.

Responsibilities

• Sales Support: assist in client or prospect meeting preparation, appointment scheduling, and event planning to help close sales.
• Relationship Management: provide administrative support to daily operations and client relationships.
• Documentation: filing and maintaining department records, client contact systems and referrals; assist with compliance information.
• Communication: answer client and partner inquiries, connect clients with team members for scheduling and information, and assist with client engagement mailings.

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking an Administrative Support role to assist FCIS sales associates and support new business development by ensuring efficient daily operations. The position handles documentation, filing, scheduling, client assistance and supports financial planning activities to enable greater client engagement.

Responsibilities include sales support for meeting preparation and event planning, accurate relationship management, and maintaining compliance-related files.