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Brokerage Operations & Client Services Specialist
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-07-24
Listing for:
First Citizens
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
First Citizens Bank seeks an Operations Support professional for the Wealth team, enhancing service to clients and advisors. You will handle client inquiries, process trades, and ensure accurate documentation while maintaining regulatory compliance.
The role requires at least a bachelor’s degree or equivalent experience, with licenses such as Series 7, 63/65/66 and life/health licenses to be obtained within 180 days. Strong teamwork and attention to detail are essential.
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