Overview
This position provides operational and administrative support for First Citizens Investor Services (FCIS). Processes requests originated by FCIS associates to streamline operations. Assists in updating and maintaining client brokerage, annuity, and fund direct accounts. Resolves issues and addresses inquiries related to processing. Ensures the timely, accurate processing of all requests to support FCIS associates in client servicing efforts.
Responsibilities
- Processing - Responsible for operational processing for client brokerage, annuity, and fund direct accounts. Performs necessary actions to modify or complete account transfers, cashiering, annuity, retirement accounts, and new accounts. Answers inquiries regarding processing status for associates and clients.
- Business Support - Performs a quarterly review of operations procedures and updates any changes. Assists management with special projects.
- Client Service - Facilitates department client servicing standards and expectations by providing team members with necessary support. Ensures timely, accurate processing and handling of requests to streamline daily processes.
- Communication - Answers incoming telephone, email, and in-person requests. Provides clear, effective communication regarding requests and inquiries.
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High School Diploma or GED and 2 years of experience in Brokerage Operations or Bank Operations
Understanding of computer data entry procedures
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.