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Brokerage Operations & Client Services Associate

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: First Citizens Bank
Full Time position
Listed on 2026-08-29
Job specializations:
  • Finance & Banking
    Business Administration, Banking Operations
Salary/Wage Range or Industry Benchmark: 48000 - 68000 USD Yearly USD 48000.00 68000.00 YEAR
Job Description & How to Apply Below

First Citizens Bank is seeking an Operations Support professional in Charlotte, NC to assist financial planning associates and clients with daily operational tasks. The role emphasizes service quality, accurate paperwork, and timely compliance filings.

You will handle client calls, maintain accounts, and collaborate with teams to ensure deadlines are met while upholding bank policies and procedures.

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Position Requirements
10+ Years work experience
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