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Registered Brokerage Service Assistant Overview: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:o Operations. After registering you may be able to apply for this job directly (if still active) on (First Citizens Bank)'s site. Future job matches may be sent from Geebo approved job partners.
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