Financial Operations Specialist
2 weeks ago
Financial Operations Specialist
**Job Summary:**
We are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at First Citizens Bank. As a key member of our operations team, you will provide exceptional support to our financial planning associates and clients, ensuring seamless daily operations and high service standards.
**Key Responsibilities:**
* Provide operational support to financial planning associates and clients, addressing inquiries and resolving issues in a timely and efficient manner
* Facilitate high service standards by ensuring accurate and timely processing of client requests and paperwork
* Maintain knowledge of Bank policies, procedures, and systems to resolve operational issues and provide expert guidance to colleagues
* Collaborate with associates, management, and clients to fulfill daily requests and provide necessary information
**Requirements:**
* High School Diploma or GED and 2 years of experience in Financial Services or Brokerage industry
* 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
**What We Offer:**
As a Financial Operations Specialist at First Citizens Bank, you will be part of a dynamic team that values collaboration, innovation, and customer satisfaction. Our comprehensive benefits program is designed to meet the needs of our associates, including those designed to support families, however defined. Learn more about our benefits offerings here: [url removed].
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