Client Associate (Part time) jobs in United States
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First Citizens Bank · 2 weeks ago

Client Associate (Part time)

positionNew Bern, NC
timePart-time
remoteOnsite
seniorityEntry Level
date1+ years exp

First Citizens Bank is a financial institution committed to providing quality services. The Client Associate position involves providing administrative support to sales associates, ensuring efficient daily operations, and assisting in client engagement activities.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

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
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. Assists in maintaining compliance files and sourcing information needed for business activities
Answers incoming calls from clients and partners. Addresses inquiries or directs to the appropriate party. May reach out to clients at the request of team members for scheduling needs or to provide information. Assists in sending out client engagement mailings such as birthday, holiday, and anniversary cards

Qualification

Administrative supportFinancial services experienceClient relationship managementDocumentation skillsCommunication skills

Required

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

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
dateFounded in 1898
location
Raleigh, North Carolina, USA
people-size10001+ employees
web-link
http://www.firstcitizens.com

H1B Sponsorship

First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)

Funding

Current Stage
Public Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

C
Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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