Experience:
3-5 years of experience
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Employment Type:
Full time
Posted:
8/11/2017
Job Category:
Administration
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Client Services Specialist - Middle Office Job
First Citizens Bank | Columbia, South Carolina
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Job Description

Client Services Specialist - Middle Office
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Job ID #: 29032
Location: SC-Columbia
Functional Area: Wealth Management - Operations
Employment Type: Full-Time Non-Exempt
Education Required: High School Diploma
Experience Required: 4 years
Days and Hours: M-F 8-5
Physical Address: 1230 Main Street Columbia SC 29201
Department Name: Personal Trust


Position Description

The Client Services Specialist - Trust Middle Office (CSS-TMO) will partner with front office sales and service teams to provide high quality and timely services including account set-up, asset transfers, account maintenance, account transactions, and other projects and processes as needed while ensuring internal and regulatory control requirements are met at all times.
Principal Accountabilities:
As assigned, complete accurate account set-up, asset transfers, account maintenance, and other Middle Office processing.
Provide back up to other Middle Office associates and cross train on each Middle Office desk. Maintain current desk procedures at all times.
Assist with special projects as assigned, proactively seek process improvements and share with management.

Position Requirements

Basic Qualifications:
Bachelor Degree in Business, Finance, Accounting, Economics, Trust Management or similar field
or
High School Diploma or GED with minimum of 4 years of Trust, Financial Services, or Financial Operations experience or one year experience in FCB Trust.
Advanced Computer Skills - Excel, PowerPoint, Word
Strong Communication Skills, both verbal and written
Ability to work well independently and in a team environment.
Preferred Qualifications:
Experience in Trust Operations, Trust Account Administration, or similar field
Accurate and detail oriented
Organized, deadline driven, and efficient
Takes initiative
Analytical and problem solver

First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

About First Citizens Bank

First Citizens BancShares Inc. has over $21 billion in assets. BancShares' banking subsidiaries, First Citizens Bank and IronStone Bank, provide a broad range of financial services to individuals, businesses, professionals and the medical community through a network of over 400 branch offices, telephone banking, online banking and ATMs. BancShares is one of Forbes' Platinum 400 Best Big Companies in America. Founded in 1898, First Citizens Bank today operates in North Carolina, Virginia, West Virginia, Tennessee, Maryland, Florida, Washington state and Southern California. The bank has received multiple national awards for customer satisfaction, sustained profitability and overall stability and security, including a five-star superior ranking by independent banking rating firm BauerFinancial Inc. and Greenwich Excellence Awards for Business Banking.

This company profile was created by AfterCollege and is about First Citizens Bank. This page is not endorsed by or affiliated with First Citizens Bank. For questions regarding company profiles, please email: care@aftercollege.com.