Registered Brokerage Service Support Specialist

2 weeks ago


Lillington, United States First Citizens Bank Full time
Overview:

This position provides client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on various security classes. Facilitates the daily workflow by executing trading instructions and maintaining department documentation. Maintains knowledge of offered brokerage products, services, and available resources in order to provide comprehensive client support.

Responsibilities:
  • Client Service - Receives, researches, and resolves client inquiries and concerns. Addresses trading questions as well as requests regarding the department account platform.
  • Business Support - Supports the department account platform and the ongoing servicing of accounts. Maintains documentation related to sales and service changes on client accounts. Assists management with special projects.
  • Business Proficiency - Maintains knowledge of brokerage products, accounts, and services as well as Bank policies and procedures. Remains current on trading processes and requirements. Understands the different tools and resources available to address client concerns for each product and service.
  • Security Trading - Executes accurate, timely trading instructions on various security classes. Reconciles all trading instructions and orders from field associates or external client requests. Ensures compliance with all applicable trading regulations. Serves as a liaison between clearing firms, clients, and associates.
Qualifications:
  • Bachelor's Degree and 1 year of experience in Sales and Banking including Securities Trading OR High School Diploma or GED and 5 years of experience in Sales and Banking including Securities Trading
  • License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses Required
  • Skill(s): Understanding of back office roles for a broker dealer

  • Sales Support

    6 days ago


    Lillington, United States Fastenal Full time

    OVERVIEW: Working as Part-time Sales Support, you must have a strong interest in sales and enjoy working in a fast paced challenging environment. This is an entry level position that will provide assistance to our customers from our branch located at 402 Mckinney Pkwy, Lillington, NC 27546. This position may offer a flexible schedule after a period of...


  • Lillington, United States Food Lion Full time

    Address: USA-NC-Lillington-8 The Sqr At Lillington Store Code: Store 00595 Front End (7212750) Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates serve more than 10 million customers a week across 10 Southeastern and Mid-Atlantic states.PRIMARY PURPOSETo provide...

  • Registered Nurse,

    5 days ago


    Lillington, United States BAYADA Home Health Care Full time

    BAYADA Home Health is looking for a compassionate and dedicated Registered Nurse (RN) to join our FULL TIME OR PART TIME team in our Fayetteville Visits office, located in Fayetteville, North Carolina. This office services our adult and geriatric clients on a per visit basis in territories throughout Harnett and Cumberland counties. BAYADA has a special...

  • Registered Nurse,

    6 days ago


    Lillington, United States BAYADA Home Health Care Full time

    BAYADA Home Health is looking for a compassionate and dedicated Registered Nurse (RN) to join our FULL TIME OR PART TIME team in our Fayetteville Visits office, located in Fayetteville, North Carolina. This office services our adult and geriatric clients on a per visit basis in territories throughout Harnett and Cumberland counties. BAYADA has a special...

  • Registered Nurse

    1 week ago


    Lillington, United States RCM HealthCare Travel Full time

    Job DescriptionRCM HealthCare Travel is seeking a travel nurse Correctional for a travel nursing job in Lillington, North Carolina.Job Description & RequirementsSpecialty: CorrectionalDiscipline: RNStart Date: ASAPDuration: 13 weeks40 hours per weekShift: 12 hours, daysEmployment Type: TravelPosition number: 256960Position: Registered Nurse/RNSpecialty/ Unit...


  • Lillington, United States North Carolina Community Health Center Association Full time

    Please Include Cover Letter with ResumeSUMMARY: The Patient Service Representative (PSR) coordinates across patient care continuum by being the first and most frequent contact with patients, families, providers, and office staff.   The PSR assists in coordination of healthcare and patient-centric care management by serving as patient and provider advocate...


  • Lillington, United States First Choice Community Health Centers Full time

    Job DescriptionJob DescriptionJOB TITLE:  PATIENT SERVICES / CALL CENTER REPRESENTATIVEEXEMPT:                No                                              DEPARTMENT:                                 Billing/AdministrationEMPLOYEE:          ...


  • Lillington, United States First Citizens Bank Full time

    Overview: This position is responsible for the collection of past due payments on various retail or consumer account types by phone, while upholding the Bank's high standards for the client experience. Probes with fact-finding questions to ensure a complete understanding of client's reason for delinquency, and works with client to establish payment...


  • Lillington, United States First Choice Community Health Centers Full time

    Job DescriptionJob DescriptionThe Referral Coordinator (RC) ensures referral and transition coordination activities. The RC will effectively coordinate customer service requirements with onsite clinical personnel. Performs a key role, as Referral Coordinator and; is consistent, dependable and accurate in carrying out responsibilities to a successful...

  • Registered Nurse,

    5 days ago


    Lillington, NC, United States BAYADA Home Health Care Full time

    BAYADA Home Health is looking for a compassionate and dedicated Registered Nurse (RN) to join our FULL TIME OR PART TIME team in our Fayetteville Visits office , located in Fayetteville, North Carolina . This office services our adult and geriatric clients on a per visit basis in territories throughout Harnett and Cumberland counties . ...

  • Registered Nurse,

    6 days ago


    Lillington, NC, United States BAYADA Home Health Care Full time

    BAYADA Home Health is looking for a compassionate and dedicated Registered Nurse (RN) to join our FULL TIME OR PART TIME team in our Fayetteville Visits office , located in Fayetteville, North Carolina . This office services our adult and geriatric clients on a per visit basis in territories throughout Harnett and Cumberland counties . ...


  • Lillington, NC, United States RCM Health Care Services Full time

    Travel or Local Correctional Registered needed for Correctional facility in Lillington, North Carolina. *Correctional Lillington North Carolina 988 bed facility Male Medium custody *Shift: * * Day Shift 7:00am-7:30pm and EOW (shifts can change based on current needs of the facility) *Travel Pay Package (36 hour work week) (orientation weeks which is around...

  • Cashier>

    4 days ago


    Lillington, United States Zaxby's Full time

    Zaxby's - 1665 N Main Street [Team Member / Crew Member / Food Service] As a Cashier at Zaxby's, your day will be spent: Explaining menu and answering product questions for guests; Entering guests orders accurately into the POS system; Accepting payments from guest and makes change correctly; Operating the cash register and is maintaining cash receipts;...


  • Lillington, United States Epic Special Education Staffing Full time

    About UsTogether, we are the Epic Special Education Staffing family and family is how we view each member of this incredible community. From our family to the nation’s schools, we remain focused on providing a world of opportunities for you to leverage your abilities and make an impact on special education. Apply today to join our family.  Position...


  • Lillington, United States First Choice Community Health Centers Full time

    Job DescriptionJob Description:SUMMARY: The Director of Administration & Compliance (DAC) is directly responsible for the day-to-day operations of all First Choice Community Health Centers (FCCHC) medical and dental sites. The DAC is a member of the Senior Management Team and is also responsible for directing key areas related to operations, performance...


  • Lillington, United States First Choice Community Health Centers Full time

    Job DescriptionJob Description:SUMMARY: The Director of Administration & Compliance (DAC) is directly responsible for the day-to-day operations of all First Choice Community Health Centers (FCCHC) medical and dental sites. The DAC is a member of the Senior Management Team and is also responsible for directing key areas related to operations, performance...

  • Physician/M.D.

    4 days ago


    Lillington, United States First Choice Community Health Centers Full time

    Job DescriptionJob DescriptionThe Physician utilizes a team-based approach to care delivery for patients of the healthcare facility by directing the health care team comprised of nurses, medical assistants, ancillary support staff and administrative staff to deliver care in a planned, efficient and organized manner. The Physician ensures that the team’s...

  • Staff Physician

    4 days ago


    Lillington, United States North Carolina Community Health Center Association Full time

    Please include Cover Letter with Resume SUMMARY:  The Staff Physician utilizes a team-based approach to care delivery for patients of the healthcare facility by directing the health care team comprised of nurses, medical assistants, ancillary support staff and administrative staff to deliver care in a planned, efficient and organized manner.  The Physician...

  • Physician/M.D.

    5 days ago


    Lillington, United States First Choice Community Health Centers Full time

    The Physician utilizes a team-based approach to care delivery for patients of the healthcare facility by directing the health care team comprised of nurses, medical assistants, ancillary support staff and administrative staff to deliver care in a planned, efficient and organized manner.  The Physician ensures that the team’s role includes care...


  • Lillington, United States Food Lion Full time

    Address: USA-NC-Lillington-8 The Sqr At Lillington Store Code: Store 00595 Front End (7212750) Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates serve more than 10 million customers a week across 10 Southeastern and Mid-Atlantic states.PRIMARY PURPOSETo provide...