Brokerage Service Support Specialist
4 hours ago
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:
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