Operational Support Specialist for Financial Institutions
1 day ago
First Citizens Bank is a leading financial institution dedicated to providing exceptional service and support to its clients. Our team of professionals works tirelessly to ensure the success of our clients and the growth of our organization.
Job Description
We are seeking an Operational Support Specialist to join our team in [location]. This role will provide operational and trading support to financial planning associates and clients, facilitating high service standards by ensuring efficient daily operations. The successful candidate will be responsible for answering client calls for operational inquiries or account requests, processing paperwork in an accurate and timely fashion, and maintaining knowledge of the Bank's policies, procedures, and systems to resolve operational issues.
Responsibilities:
Operations Support: Addresses operational client service questions and inquiries, researches, resolves, and communicates updates to the appropriate parties. Assists with time-sensitive operational projects and deadlines, ensuring all unsolicited client trading requests are executed correctly and in a timely manner.
Account Servicing: Creates, maintains, and updates client accounts, utilizing department systems to input account information such as money movement requests, cashier records, and other items. Identifies outstanding process needs or account actions and ensures all necessary documentation is present.
Documentation: Responsible for filing, completing, and maintaining department forms, including client paperwork. Assists in processing compliance files and sourcing information needed for daily activities.
Collaboration: Works closely with associates, management, clients, and business teams in fulfilling daily requests and providing necessary information, ensuring outstanding items are appropriately followed-up and deadlines met in a team environment.
Qualifications:
A High School Diploma or GED and 2 years of experience in Financial Services or Brokerage industry are required. Additionally, the successful candidate must have or obtain within 180 days all required licenses: Series 7, Series 63 & 65 or 66, as well as state-specific life, health, and long term care insurance licenses. Required skills include experience in Financial Brokerage Operations in supporting client and advisor relationships.
Salary Estimate:
The estimated salary range for this role is between $55,000 - $75,000 per annum, depending on location and experience. First Citizens benefits programs are designed to meet our associates where they are in life, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found on our website.
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