Client Associate (part-time)

First Citizens Bank • Florence, SC

11d

About The Position

This position provides administrative support to FCIS sales associates and supports new business development by ensuring efficient daily operations. The role is responsible for documentation and filing, appointment scheduling, client assistance, and other activities. It also supports financial planning activities and assists associates with necessary projects, fulfilling administrative needs so they can focus more on client engagement.

Requirements

• High school diploma or GED.
• At least 1 year of experience in administration, financial services, or the brokerage industry.
• Administrative skills.
• Written and verbal communication skills.
• Organizational skills.
• Sales support skills.
• Customer service skills.

Responsibilities

• Assist with client or prospect review meeting preparation, appointment scheduling, and prospecting event planning to support sales efforts.
• Ensure associates have the resources and information needed to close sales.
• Provide timely and efficient administrative support to daily operations and assist with client relationship management planning.
• File and maintain department records, including client contact systems and referrals.
• Assist with maintaining compliance files and sourcing information needed for business activities.
• Answer incoming calls from clients and partners, address inquiries, or direct callers to the appropriate party.
• Contact clients at team members’ request for scheduling needs or to provide information.
• Assist with sending client engagement mailings, including birthday, holiday, and anniversary cards.

Benefits

• First Citizens Bank offers a competitive, thoughtfully designed benefits program intended to meet associates’ needs; further details are available at the provided benefits webpage.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED