Client Support Specialist

7 days ago


Rock Hill, South Carolina, United States First Citizens Bank Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Associate to provide administrative support to our sales associates. This role is responsible for ensuring efficient daily operations, documentation, and filing, as well as scheduling appointments and providing client assistance.

Key Responsibilities
  • Sales Support: Assist sales efforts by preparing client or prospect review meetings, scheduling appointments, and planning prospecting events.
  • Relationship Management: Provide timely and efficient administrative support to daily operations, including client relationship management planning.
  • Documentation: Maintain department records, including client contact systems and referrals, and ensure compliance with regulatory requirements.
  • Communication: Answer incoming calls from clients and partners, address inquiries, and direct calls to the appropriate party.
Qualifications

We require a High School Diploma or GED and 1 year of experience in administrative or financial services, or equivalent experience in the brokerage industry. First Citizens Bank offers a comprehensive benefits program to our full-time associates, including customized offerings to support families, however defined.



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