Client Services & Sales Support Specialist

First Citizens Bank; Boone (NC); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank in Boone, NC seeks an administrative professional to support FCIS sales associates and improve daily operations, documentation, and client service.

You will handle appointment scheduling, client assistance, and preparation for meetings, while ensuring accurate records and timely communications. The role emphasizes organization, attention to detail, and dependable collaboration with the sales team.

Qualifications

• High School Diploma or GED with 1 year of experience in administrative or financial services or brokerage industry.
• Strong administrative, communication, and organizational abilities.
• Customer service oriented with attention to detail.

Responsibilities

• Duties & Responsibilities: Sales Support—assist in client or prospect meeting prep, appointment scheduling, and event planning.
• Relationship management: provide timely administrative support to daily operations.
• Documentation: filing and maintaining department records and compliance files.
• Communication: answer calls and direct inquiries to the right party.
• Support engagement mailings and client communications as needed.

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 Boone, NC seeks an administrative professional to support FCIS sales associates and improve daily operations, documentation, and client service.

You will handle appointment scheduling, client assistance, and preparation for meetings, while ensuring accurate records and timely communications. The role emphasizes organization, attention to detail, and dependable collaboration with the sales team.