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Posted: Tuesday, October 17, 2017 8:12 AM

Institutional Advisor
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Job ID : 28943
Location: SC:Columbia
Functional Area: Wealth Management : Sales
Employment Type: Full:Time Exempt
Education Required: High School Diploma
Experience Required: 10 or more years
Days and Hours: M:F 8:5
Physical Address: 1230 Main St, Columbia SC 29201
Department Name: Institutional Trust
Position Description
To provide exceptional client service to assigned Institutional accounts delivering asset management, advice, and administration through day to day oversight of relationships.
Principal Accountabilities:
Serve as primary point of client contact, ensuring quality and timeliness of client service delivery.
Accountable for client satisfaction and retention.
Responsible for and/or assist with new client acquisition and development; managing existing relationships and building an external and internal network of contacts to derive new clients.
Prepare for and attend client review meetings (i.e., board, committee, employee education, etc.).
Manage client profitability and develop a profitable book of business by designing and implementing various strategies based on client needs/goals.
Position Requirements
Basic Qualifications:
Bachelor degree with a minimum of 6 years trust, financial services, or financial operations experience :or: 6 years FCB specific trust experience.
High school diploma or GED with a minimum of 10 years trust, financial services, or financial operations experience :or: 10 years FCB specific trust experience.
FINRA licensing required for certain fields: must either possess valid Series 6, 63, 65 licenses or obtain the licenses within 90 days of hire date.
Ability to read, interpret and communicate complex legal documents (wills, retirement plan documents, agency/investment management agreements, etc.).
Strong communication skills.
Strong negotiating and interpersonal skills.
Strong understanding of the investment markets and economics in general.
Work successfully in a team environment and deliver clear and effective presentations.
One or more ABAICB designations CTFA, CRSP, CCTS, etc.
Experience in one or more of the following institutional trust fields retirement plans, philanthropic, custody/escrow.
Relationship management experience.
First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.


• Location: Columbia

• Post ID: 23784882 columbia is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017