Client Associate

Overview

This position provides administrative support to FCIS sales associates. Supports new business development by ensuring efficient daily operations. Responsible for documentation and filing, scheduling appointments, client assistance, and other activities. Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement.

Responsibilities & Qualifications

Duties & Responsibilities:
Sales Support - Supports sales efforts by assisting in all aspects of client or prospect review meeting preparation, appointment scheduling, and prospecting event planning. Ensures associates have the resources and information needed to close sales.
Relationship Management - Assists in client relationship management planning by providing timely, efficient administrative support to daily operations.
Documentation - Responsible for filing and maintaining department records, including client contact systems and referrals. Assists in maintaining compliance files and sourcing information needed for business activities.
Communication - Answers incoming calls from clients and partners. Addresses inquiries or directs to the appropriate party. May reach out to clients at the request of team members for scheduling needs or to provide information. Assists in sending out client engagement mailings such as birthday, holiday, and anniversary cards.

Position Specific Skills:

Administrative Skills

Communication (Written and Verbal)

Organization skills

Sales Support

Customer service skills

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

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Duties & Responsibilities:
Sales Support - Supports sales efforts by assisting in all aspects of client or prospect review meeting preparation, appointment scheduling, and prospecting event planning. Ensures associates have the resources and information needed to close sales.
Relationship Management - Assists in client relationship management planning by providing timely, efficient administrative support to daily operations.
Documentation - Responsible for filing and maintaining department records, including client contact systems and referrals. Assists in maintaining compliance files and sourcing information needed for business activities.
Communication - Answers incoming calls from clients and partners. Addresses inquiries or directs to the appropriate party. May reach out to clients at the request of team members for scheduling needs or to provide information. Assists in sending out client engagement mailings such as birthday, holiday, and anniversary cards.

Position Specific Skills:

Administrative Skills

Communication (Written and Verbal)

Organization skills

Sales Support

Customer service skills

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