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Assistant Brokerage Service Representative Jobs (NOW HIRING)

Amicis Global

401K Plans Representative

Columbus, OH · On-site

$20 - $22/hr

Retirement Services Representative Location: Columbus, OH Duration: 12 Months Job Summary ... The Retirement Services Team within the Brokerage Service Network (MSSN) provides IRA and ...

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Assistant Brokerage Service Representative information

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$17.5K

$46.6K

$68K

How much do assistant brokerage service representative jobs pay per year?

As of Jun 30, 2026, the average yearly pay for assistant brokerage service representative in the United States is $46,554.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,000.00 and $57,000.00 per year, depending on experience, location, and employer.

What is the difference between Assistant Brokerage Service Representative vs Customer Service Associate?

AspectAssistant Brokerage Service RepresentativeCustomer Service Associate
Required CredentialsHigh school diploma; FINRA licenses often preferredHigh school diploma or equivalent; customer service experience
Work EnvironmentFinancial firms, brokerage firms, investment companiesRetail stores, call centers, service centers
Employer & Industry UsageFinancial industry, brokerage firmsVarious industries including retail and service sectors
Common Search & Comparison IntentUnderstanding roles in finance, brokerage supportCustomer support roles, service positions

The Assistant Brokerage Service Representative primarily works within financial firms supporting brokerage operations, often requiring FINRA licenses. In contrast, a Customer Service Associate typically works in retail or service environments focusing on customer support. While both roles involve client interaction, the brokerage role emphasizes financial knowledge and compliance, whereas the customer service role centers on general customer assistance.

What cities are hiring for Assistant Brokerage Service Representative jobs? Cities with the most Assistant Brokerage Service Representative job openings:
What are the most commonly searched types of Brokerage Service Representative jobs? The most popular types of Brokerage Service Representative jobs are:
What states have the most Assistant Brokerage Service Representative jobs? States with the most job openings for Assistant Brokerage Service Representative jobs include:
Assistant Brokerage Service Representative jobs near you
Infographic showing various Assistant Brokerage Service Representative job openings in the United States as of June 2026, with employment types broken down into 39% Full Time, and 61% Part Time. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $46,554 per year, or $22.4 per hour.
Registered Brokerage Service Assistant

Registered Brokerage Service Assistant

First Citizens Bank

Durham, NC • On-site

Full-time

Medical, Life

Posted 27 days ago

Key responsibilities

  • Addresses operational client service questions and inquiries, researches and resolves issues, and communicates updates to appropriate parties.

  • Creates, maintains, and updates client accounts and processes account-related paperwork and documentation.

  • Works closely with associates, management, clients, and business team to fulfill daily requests and ensure deadlines are met.

First Citizens Bank rating

7.5

Company rating: 7.5 out of 10

Based on 104 frontline employees who took The Breakroom Quiz

89th of 144 rated banks

Job description

Overview

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. 

This position provides operational and trading support to financial planning associates and clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion. Maintains knowledge of the Bank's policies, procedures, and systems in order to resolve operational issues.


Responsibilities
  • Operations Support - Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time-sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner.
  • Account Servicing - Creates, maintains, and updates client accounts. Utilizes department systems to input account information such as money movement requests, cashier records, and other items. Identifies outstanding process needs or account actions and ensures all necessary documentation is present.
  • Documentation - Responsible for filing, completing, and maintaining department forms, including client paperwork. Assists in processing compliance files and sourcing information needed for daily activities.
  • Collaboration - Works closely with associates, management, clients, and business team in fulfilling daily requests and providing necessary information. Ensures outstanding items are appropriately followed-up and deadlines met in a team environment.

Qualifications

Bachelor's Degree and 0 years of experience in Financial Services or Brokerage industry OR High School Diploma or GED and 2 years of experience in Financial Services or Brokerage industry

License or Certification Type: Must have or obtain within 180 days all required licenses: Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance licenses RequiredSkill(s): Experience in Financial Brokerage Operations in supporting client and advisors relationships

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Bachelor's Degree and 0 years of experience in Financial Services or Brokerage industry OR High School Diploma or GED and 2 years of experience in Financial Services or Brokerage industry

License or Certification Type: Must have or obtain within 180 days all required licenses: Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance licenses RequiredSkill(s): Experience in Financial Brokerage Operations in supporting client and advisors relationships

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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