The retention specialist is an entry level role that is responsible for managing a preassigned book of existing relationships and looking for ways to grow and retain the client base. This position is responsible for developing an understanding of every client or prospect's financial situation and making introductions to senior specialists and partners where suitable. The team works with Mass Affluent clients that have an existing investment relationship with First Citizens Investor Services (FCIS). Partners with internal lines of business to increase new business while serving clients' financial goals and needs.
ResponsibilitiesBachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative
Preferred Area of Experience: Call Center and/or Client Service experienceLicense or Certification Type: Possess state-specific life and health insurance licenses Required, Possess valid Series 7, 63, 65 or 66 licenses PreferredSkill(s): Knowledge of investment and financial markets
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at
...valid driver's license, strong customer service, and adherence to company appearance standards. This seasonal position offers flexible shifts, extensive training, and potential for career growth into a permanent role with comprehensive benefits. Casual Package Delivery...
...Project Manager - Renewable Energy Civil Contractor Company: Sendero Energy Services Location: Houston, TX (Travel to project sites across the United States required) Position Type: Full-Time About Sendero Energy Services: Sendero Energy Services is a leading...
Alarm DesignerJob Responsibilities include but are not limited to:Perform on site surveysPrepare fire alarm drawings using AutoCAD based on site visits and architectural printsCalculate, design and coordinate a project from beginning to endCoordinate technical...
...Description Class A CDL OTR Flatbed Driver No Experience Needed Location: Houston, TX Weekly... ...Job Overview Looking to start your trucking career? Were hiring Class A CDL drivers... ...DOT drug test and road test Clean driving record preferred Positive attitude and...
...Control RN is responsible for assisting in the effective direction, management and operation of the infection prevention and control/epidemiology department, including education of hospital personnel and consultation with the organization, CDC, and the county and state...