Brokerage Operations & Client Services Associate
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-22
Listing for:
First Citizens
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Banking & Finance -
Finance & Banking
Office Administrator/ Coordinator, Business Administration, Banking & Finance
Job Description & How to Apply Below
First Citizens Bank is seeking an Operations Support role within the Wealth team to assist financial planning associates and clients with daily operational tasks and service inquiries. The position emphasizes accuracy, timely processing, and adherence to bank policies.
You will handle client calls for operational inquiries, ensure proper documentation, and support daily workflow in a collaborative environment with advisors and staff.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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