New 
Investment Retention Specialist
 First Citizens Bank | |
 United States, North Carolina, Raleigh | |
| 100 East Tryon Road (Show on map) | |
 Aug 23, 2026 | |
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Overview
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. Responsibilities & Qualifications Duties & Responsibilities: Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank's offered products, or refers them to banking partners as appropriate. Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments. Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures. Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities. Position Specific Skills: Knowledge of investment and financial markets Qualifications: Minimum Required Education and Experience: Bachelor's Degree and 1 years' experience OR High School Diploma or GED/Equivalent and 5 years' experience in Registered Securities Representative Preferred Education: Preferred Area of Study: Preferred Area of Experience:Call Center and/or Client Service experience Required Licenses or Certifications: Possess state-specific life and health insurance licenses - IO Preferred Licenses or Certifications:Possess valid Series 7, 63, 65 or 66 licenses - IO Additional Information Bachelor'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 https://jobs.firstcitizens.com/benefits. | |