Client Associate

Responsibilities

• Sales Support: Assist in client or prospect review meeting preparation, appointment scheduling, and prospecting event planning to support sales efforts.
• Relationship Management: Provide timely and efficient administrative support to daily operations to assist in client relationship management.
• Documentation: Maintain department records, including client contact systems, referrals, and compliance files.
• Communication: Handle incoming calls from clients and partners, address inquiries, and assist with client engagement mailings such as holiday or anniversary cards.

Requirements

• High School Diploma or GED.
• 1 year of experience in administrative services, financial services, or the brokerage industry.

Benefits

• First Citizens Bank provides a competitive, thoughtfully designed, and quality benefits program to meet the needs of our associates.

About the Company

First Citizens Bank is a leading financial institution committed to providing exceptional service and building lasting relationships with our clients.