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- Supports sales efforts by assisting in all aspects of client or prospect review meeting preparation, appointment scheduling, and prospecting event planning.
- Assists in client relationship management planning by providing timely, efficient administrative support to daily operations.
- Responsible for filing and maintaining department records, including client contact systems and referrals.
- Answers incoming calls from clients and partners.
Administrative Client Associate - Irmo, United States - First Citizens Bank
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Description
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:
Sales Support
Relationship Management
Documentation
Communication
Qualifications:
High School Diploma or GED and 1 years of experience in Administrative or financial services or brokerage industry