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Brokerage Operations & Trading Support Specialist

Job in New Bern, Craven County, North Carolina, 28560, USA
Listing for: First Citizens Wealth
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

First Citizens Wealth in North Carolina seeks an Operations Support professional to assist financial planning teams and clients. You will handle client service inquiries, process account requests, and maintain compliance documentation, ensuring accurate and timely filing. Collaboration with associates and management ensures seamless daily operations.

The role emphasizes accuracy, strong communication, and a service-oriented approach to support advisory relationships and regulatory requirements.

We would love to welcome a new Brokerage Operations & Trading Support Specialist to our group in New Bern, NC, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Brokerage Operations & Trading Support Specialist role in the description above.

We appreciate your interest in this position.

Join First Citizens Wealth and contribute to our ongoing work.

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