This position provides operational and trading support to financial planning associates and clients ... Experience in Financial Brokerage Operations in supporting client and advisors relationships ...
This position provides operational and trading support to financial planning associates and clients ... Experience in Financial Brokerage Operations in supporting client and advisors relationships ...
This position provides operational and trading support to financial planning associates and clients ... Experience in Financial Brokerage Operations in supporting client and advisors relationships ...
This position provides operational and trading support to financial planning associates and clients ... Experience in Financial Brokerage Operations in supporting client and advisors relationships ...
This position provides operational and trading support to financial planning associates and clients ... Experience in Financial Brokerage Operations in supporting client and advisors relationships ...
This position provides operational and trading support to financial planning associates and clients ... Experience in Financial Brokerage Operations in supporting client and advisors relationships ...
We CARE: Our values guide everything we do -- Clients are our focus, Associates matter ... support trade operations. * Contribute to business development by creating trade-related ...
Quick apply
We CARE: Our values guide everything we do -- Clients are our focus, Associates matter ... support trade operations. * Contribute to business development by creating trade-related ...
Trade Consultant- Customs Brokerage
Columbia, SC · On-site
$55K - $69K/yr
Our values guide everything we do - Clients are our focus, Associates matter, Relentlessly serving ... support trade operations. * Contribute to business development by creating trade-related ...
Trade Consultant- Customs Brokerage
Columbia, SC · On-site
$55K - $69K/yr
Our values guide everything we do - Clients are our focus, Associates matter, Relentlessly serving ... support trade operations. * Contribute to business development by creating trade-related ...
Our values guide everything we do - Clients are our focus, Associates matter, Relentlessly serving ... support trade operations. * Contribute to business development by creating trade-related ...
Our values guide everything we do - Clients are our focus, Associates matter, Relentlessly serving ... support trade operations. * Contribute to business development by creating trade-related ...
... associate's experiences inside the real estate sales team ... The ideal candidate will come from an operations and high growth sales background, managing ...
... associate's experiences inside the real estate sales team ... The ideal candidate will come from an operations and high growth sales background, managing ...
... associate's experiences inside the real estate sales team ... The ideal candidate will come from an operations and high growth sales background, managing ...
Quick apply
... associate's experiences inside the real estate sales team ... The ideal candidate will come from an operations and high growth sales background, managing ...
REMOTE PART-TIME Commercial Lines CSR for Independent Insurance Agency
Irmo, SC · Remote
$39K - $53K/yr
Welcome to Independent Insurance Brokers Assoc here personalized service meets professional ... In this role, you'll be the cornerstone of our office operations, ensuring smooth daily ...
Quick apply
REMOTE PART-TIME Commercial Lines CSR for Independent Insurance Agency
Irmo, SC · Remote
$39K - $53K/yr
Welcome to Independent Insurance Brokers Assoc here personalized service meets professional ... In this role, you'll be the cornerstone of our office operations, ensuring smooth daily ...
Product Support Advisor-Grocery
Columbia, SC · On-site
$19 - $21/hr
Manage local supplier and broker relationships * Provide input, support, and guidance to operation ... The associate will be required to follow any other instructions and to perform any other job ...
Product Support Advisor-Grocery
Columbia, SC · On-site
$19 - $21/hr
Manage local supplier and broker relationships * Provide input, support, and guidance to operation ... The associate will be required to follow any other instructions and to perform any other job ...
Land Acquisitions Manager
Columbia, SC · On-site
... Associates throughout their career. Lennar has been recognized as a Fortune 500 ® company and ... Identify potential land acquisition targets through tax maps and networking with brokers ...
Land Acquisitions Manager
Columbia, SC · On-site
... Associates throughout their career. Lennar has been recognized as a Fortune 500 ® company and ... Identify potential land acquisition targets through tax maps and networking with brokers ...
... Associates throughout their career. Lennar has been recognized as a Fortune 500 company and ... Identify potential land acquisition targets through tax maps and networking with brokers ...
... Associates throughout their career. Lennar has been recognized as a Fortune 500 company and ... Identify potential land acquisition targets through tax maps and networking with brokers ...
Land Acquisitions Manager
Columbia, SC · On-site
... Associates throughout their career. Lennar has been recognized as a Fortune 500 ® company and ... Job may require occasional operation of construction equipment. Finger dexterity may be required to ...
Land Acquisitions Manager
Columbia, SC · On-site
... Associates throughout their career. Lennar has been recognized as a Fortune 500 ® company and ... Job may require occasional operation of construction equipment. Finger dexterity may be required to ...
New Home Consultant
Columbia, SC · On-site
... Associates throughout their career. Lennar has been recognized as a Fortune 500 ® company and ... Travel throughout the local community to generate leads from Realtor/Co-Broker businesses ...
New Home Consultant
Columbia, SC · On-site
... Associates throughout their career. Lennar has been recognized as a Fortune 500 ® company and ... Travel throughout the local community to generate leads from Realtor/Co-Broker businesses ...
New Home Consultant
Columbia, SC · On-site
... Associates throughout their career. Lennar has been recognized as a Fortune 500 ® company and ... Travel throughout the local community to generate leads from Realtor/Co-Broker businesses ...
New Home Consultant
Columbia, SC · On-site
... Associates throughout their career. Lennar has been recognized as a Fortune 500 ® company and ... Travel throughout the local community to generate leads from Realtor/Co-Broker businesses ...
... Associates throughout their career. Lennar has been recognized as a Fortune 500 company and ... Travel throughout the local community to generate leads from Realtor/Co-Broker businesses ...
... Associates throughout their career. Lennar has been recognized as a Fortune 500 company and ... Travel throughout the local community to generate leads from Realtor/Co-Broker businesses ...
New Home Consultant
Columbia, SC · On-site
... Associates throughout their career. Lennar has been recognized as a Fortune 500 ® company and ... Travel throughout the local community to generate leads from Realtor/Co-Broker businesses ...
New Home Consultant
Columbia, SC · On-site
... Associates throughout their career. Lennar has been recognized as a Fortune 500 ® company and ... Travel throughout the local community to generate leads from Realtor/Co-Broker businesses ...
Reporting to the US Director of Operations, the Client Care Manager oversees the day-to-day ... Participate in client training sessions, software demos (Broker Software, GHY Classify, etc.), and ...
Reporting to the US Director of Operations, the Client Care Manager oversees the day-to-day ... Participate in client training sessions, software demos (Broker Software, GHY Classify, etc.), and ...
Client Care Manager
Columbia, SC · On-site
$63K/yr
Reporting to the US Director of Operations, the Client Care Manager oversees the day-to-day ... Participate in client training sessions, software demos (Broker Software, GHY Classify, etc.), and ...
Client Care Manager
Columbia, SC · On-site
$63K/yr
Reporting to the US Director of Operations, the Client Care Manager oversees the day-to-day ... Participate in client training sessions, software demos (Broker Software, GHY Classify, etc.), and ...
Client Care Manager
Columbia, SC · On-site
We CARE: Our values guide everything we do -- Clients are our focus, Associates matter ... Reporting to the US Director of Operations, the Client Care Manager oversees the day-to-day ...
Quick apply
Client Care Manager
Columbia, SC · On-site
We CARE: Our values guide everything we do -- Clients are our focus, Associates matter ... Reporting to the US Director of Operations, the Client Care Manager oversees the day-to-day ...
Brokerage Operations Associate information
See Columbia, SC salary details
$10.45 - $13.99
9% of jobs
$16.30 is the 25th percentile. Wages below this are outliers.
$13.99 - $17.53
24% of jobs
The median wage is $20.22 / hr.
$17.53 - $21.07
22% of jobs
$21.07 - $24.60
16% of jobs
$26.18 is the 75th percentile. Wages above this are outliers.
$24.60 - $28.14
9% of jobs
$28.14 - $31.68
7% of jobs
$31.68 - $35.22
4% of jobs
$35.22 - $38.76
4% of jobs
$38.76 - $42.29
3% of jobs
$42.29 - $45.83
1% of jobs
$45.83 - $49.37
0% of jobs
$10
$24
$49
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Full-time
Medical, Life
Posted 28 days ago
First Citizens Bank rating
7.4
Based on 106 frontline employees who took The Breakroom Quiz
106th of 171 rated banks
Job description
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
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_TIMEWhat First Citizens Bank employees say
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