Brokerage Service Support Specialist

4 hours ago


Raleigh, North Carolina, United States First Citizens Bank Full time

Job Title: Brokerage Service Support Specialist

**Job Summary:**

We are seeking a highly skilled Brokerage Service Support Specialist to join our team at First Citizens Bank. As a key member of our brokerage services team, you will provide exceptional client support, execute trading instructions, and maintain department documentation.

**Responsibilities:**

* **Client Service:**

* Receive, research, and resolve client inquiries and concerns
* Address trading questions and requests regarding the department account platform
* Facilitate the daily workflow by executing trading instructions and maintaining department documentation
* Maintain knowledge of offered brokerage products, services, and available resources to provide comprehensive client support

* **Business Support:**

* Support the department account platform and the ongoing servicing of accounts
* Maintain documentation related to sales and service changes on client accounts
* Assist management with special projects

* **Business Proficiency:**

* Maintain knowledge of brokerage products, accounts, and services as well as Bank policies and procedures
* Remain current on trading processes and requirements
* Understand the different tools and resources available to address client concerns for each product and service

* **Security Trading:**

* Execute accurate, timely trading instructions on various security classes
* Reconcile all trading instructions and orders from field associates or external client requests
* Ensure compliance with all applicable trading regulations
* Serve as a liaison between clearing firms, clients, and associates

**Qualifications:**

* Bachelor's Degree and 0 years of experience in Sales and Banking including Securities Trading OR High School Diploma or GED and 4 years of experience in Sales and Banking including Securities Trading
* Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses
* Understanding of back office roles for a broker dealer

**Benefits:**

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here:



  • Raleigh, North Carolina, United States Foundry Commercial Full time

    About Foundry CommercialWe are a dynamic and forward-thinking commercial real estate company that is passionate about delivering exceptional results for our clients. Our team is comprised of talented and dedicated professionals who are committed to excellence in every aspect of our business.Job SummaryWe are seeking a highly motivated and detail-oriented...

  • Brokerage Associate

    2 weeks ago


    Raleigh, North Carolina, United States FOUNDRY COMMERCIAL LLC Full time

    Job OverviewAt Foundry Commercial, we pride ourselves on attracting and empowering the most skilled and bold professionals in the industry, all while fostering a vibrant culture that positively impacts our community. Experience our dynamic environment firsthand, but be warned – it’s infectious!Position Summary:We are currently in search of a Brokerage...

  • Brokerage Associate

    3 weeks ago


    Raleigh, North Carolina, United States FOUNDRY COMMERCIAL LLC Full time

    Job OverviewAt Foundry Commercial, we excel by attracting and empowering talented and bold professionals in the industry, all while fostering a fun environment and making a significant impact on the community. Experience our vibrant culture firsthand; it’s truly infectious.Position Overview:We are currently on the lookout for a Brokerage Associate to...

  • Brokerage Associate

    3 weeks ago


    Raleigh, North Carolina, United States FOUNDRY COMMERCIAL LLC Full time

    Job OverviewAt Foundry Commercial, we excel by attracting and empowering the most skilled and innovative professionals in the industry, all while fostering a vibrant culture and making a meaningful impact on the community.Position Overview:We are in search of a Brokerage Associate to contribute to our Industrial Brokerage team. This role is essential for...


  • Raleigh, North Carolina, United States Ncfbins Full time

    Join Our TeamAt Ncfbins, we pride ourselves on our commitment to integrity and our dedication to our employees. We offer a supportive environment where your career can flourish.Position: Customer Service Representative - BrokerageLocation: Raleigh, NCDepartment: Marketing/AgencyReports To: Brokerage DirectorOverviewThe Brokerage Customer Service...


  • Raleigh, North Carolina, United States Ncfbins Full time

    Join Our TeamAt Ncfbins, we pride ourselves on our commitment to integrity and the well-being of our employees. We provide a supportive environment where your career can flourish.Position: Brokerage Customer Service RepresentativeLocation: Raleigh, NCDepartment: Marketing/AgencyReports To: Brokerage DirectorOverviewThe Brokerage Customer Service...


  • Raleigh, North Carolina, United States Ncfbins Full time

    **About Ncfbins**Ncfbins is a leading insurance company that operates with integrity and employs people who care. We offer benefits that grow with you and strive to maintain a working environment free of discrimination, intimidation, and harassment.**Job Summary**We are seeking a highly skilled Brokerage Customer Service Representative to join our team. As a...


  • Raleigh, North Carolina, United States 1st State Brokerage Full time

    Job OpportunityJob Title: Insurance Sales AgentCompany: 1st State Brokerage LLCJob Type: Full-time/Part-timeLocation: RemoteAbout Us: 1st State Brokerage LLC is a leading insurance brokerage firm dedicated to providing exceptional service and innovative solutions to our clients.Job Description:Key Responsibilities:Develop and maintain relationships with...


  • Raleigh, North Carolina, United States Ncfbins Full time

    Join Our TeamAt Ncfbins, we pride ourselves on our commitment to integrity and the well-being of our employees. We offer a supportive environment where your career can flourish.Position: Brokerage Customer Service RepresentativeLocation: Raleigh, NCDepartment: Marketing/AgencyReports To: Brokerage DirectorOverviewThe Brokerage Customer Service Representative...


  • Raleigh, North Carolina, United States Omega Solutions Inc Full time

    Job Summary:Omega Solutions Inc is seeking a highly skilled IT Support and Services Specialist to join our team. As a key member of our organization, you will be responsible for providing critical support and services to our internal and external constituents.Key Responsibilities:Financial Risk Management: Develop and implement strategies to mitigate...


  • Raleigh, North Carolina, United States Infinite Resource Solutions, LLC Full time

    About the RoleWe are seeking a highly skilled Service and Support Specialist to join our team at Infinite Resource Solutions, LLC. As a key member of our operations team, you will be responsible for ensuring the smooth operation of our control systems and providing exceptional support to our clients.Key ResponsibilitiesService and SupportPerform regular...


  • Raleigh, North Carolina, United States V-Soft Consulting Group, Inc. Full time

    Job Title: Technical Support SpecialistJob Summary:V-Soft Consulting Group, Inc. is seeking a skilled Technical Support Specialist to join our team. As a Technical Support Specialist, you will be responsible for providing onsite support across all services utilizing ITIL service processes of change, incident, release, and configuration management.Key...


  • Raleigh, North Carolina, United States Coastal Credit Union Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Coastal Credit Union. As a Financial Advisor, you will play a critical role in helping our members achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement annual business plans to drive growth and revenueUse our approved sales...

  • IT Support Specialist

    3 weeks ago


    Raleigh, North Carolina, United States Advansys Full time

    Position: Desktop Support SpecialistLocation: Raleigh, NC (Onsite)Client: AdvansysDuration: 12 + monthsTravel Requirements: RequiredOverview:This role is designated for a Desktop Support Specialist who will provide assistance to the Client Services team. The ideal candidate will possess extensive knowledge in troubleshooting and resolving technical issues...

  • IT Support Specialist

    3 weeks ago


    Raleigh, North Carolina, United States Advansys Full time

    Position: Desktop Support SpecialistLocation: Raleigh, NC (Onsite)Client: AdvansysDuration: 12 + monthsTravel Requirement: RequiredOverview:This role involves providing expert assistance in desktop support services to ensure optimal functionality of client systems. The Desktop Support Specialist will be responsible for:Technical Assistance: Delivering...

  • IT Support Specialist

    3 weeks ago


    Raleigh, North Carolina, United States Motion Recruitment Full time

    IT Support Specialist - Technical AssistanceThe IT Support Specialist plays a crucial role in delivering technical support to staff within the organization, ensuring optimal performance of IT services and infrastructure. This position entails troubleshooting hardware and software problems, managing user profiles, and providing prompt resolutions to technical...


  • Raleigh, North Carolina, United States WakeMed Full time

    About WakeMedServing the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care.Position InformationThe Clinical Support Specialist provides appropriate administrative...


  • Raleigh, North Carolina, United States Coastal Credit Union Full time

    {"title": "Financial Advisor Role", "description": "Job SummaryCoastal Credit Union is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will work closely with our members to understand their financial needs and goals, and provide personalized recommendations for insurance and investment products.Key ResponsibilitiesDevelop...

  • Sanitation Specialist

    3 weeks ago


    Raleigh, North Carolina, United States Drucker and Falk, LLC Full time

    Job OverviewCompany OverviewDrucker + Falk is a results-oriented real estate services and investment firm with a rich history spanning 85 years, dedicated to maximizing asset value for our clients. Our expertise encompasses third-party multifamily and commercial management, brokerage, investment sponsorship, asset development, and construction consulting. We...


  • Raleigh, North Carolina, United States Headway Workforce Solutions Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented IT Support Specialist to join our team at Headway Workforce Solutions. As an IT Support Specialist, you will play a critical role in ensuring the smooth operation of our election technology systems.Key ResponsibilitiesInstall, configure, and update election software on 300+ laptops.Test desktop...