Administrative Client Associate - Part time

First Citizens Bank
Charlotte, United States
Permanent
Full-time
Part-time

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 maintainingpliance files and sourcing information needed for business activities.

Qualifications

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

First Citizens benefits programs are designed to meet our Associates where they are in life. Full-time associates (20+ hours) are offered aprehensive benefits program, with customized offerings, including those designed to support families, however defined.

More information regarding our benefits offerings can be found here : / / jobs.firstcitizens / benefits Job ID 23289

30+ days ago
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