[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All First Citizens Bank (NC) jobs](https://jobs.opennash.com/companies/first-citizens-bank-nc/) · [Search jobs](/search/) First Citizens Bank (NC) · Raleigh, North Carolina # Trading and Client Services Representative Raleigh, North Carolina Full-time Customer Support Listed on First Citizens Bank (NC)’s official careers site. Posted September 30, 2026. Check that it is still open and apply there. [Apply on First Citizens Bank (NC)’s careers site →](https://external-firstcitizens.icims.com/jobs/35722/login) [OpenNash Jobs](https://jobs.opennash.com/) / [First Citizens Bank (NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/) / Trading and Client Services Representative ## 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 client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on various security classes. Facilitates the daily workflow by executing trading instructions and maintaining department documentation. Maintains knowledge of offered brokerage products, services, and available resources in order to provide comprehensive client support. ### Responsibilities & Qualifications Duties & Responsibilities: Client Service - Receives, researches, and resolves client inquiries and concerns. Addresses trading questions as well as requests regarding the department account platform. ### Business Support - Supports the department account platform and the ongoing servicing of accounts. Maintains documentation related to sales and service changes on client accounts. Assists management with special projects. ### Business Proficiency - Maintains knowledge of brokerage products, accounts, and services as well as Bank policies and procedures. Remains current on trading processes and requirements. Understands the different tools and resources available to address client concerns for each product and service. ### Security Trading - Executes accurate, timely trading instructions on various security classes. Reconciles all trading instructions and orders from field associates or external client requests. Ensures compliance with all applicable trading regulations. Serves as a liaison between clearing firms, clients, and associates. ### Position Specific Skills Understanding of back office roles for a broker dealer Communication (Written and Verbal) ### Customer service skills Problem solving Sales Support Qualifications Bachelor's Degree and 1 years of experience in Sales and Banking including Securities Trading OR High School Diploma or GED and 4 years of experience in Sales and Banking including Securities Trading License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Understanding of back office roles for a broker dealer Additional Information 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](https://jobs.firstcitizens.com/benefits). ## At a glance - Posted by the employer: Sep 30, 2026 - First seen by OpenNash: Oct 10, 2026 - Last checked: Oct 17, 2026 - Listed for: 17 days - Location: Raleigh, North Carolina - Employment type: Full-time[Apply on First Citizens Bank (NC)’s careers site →](https://external-firstcitizens.icims.com/jobs/35722/login) ## More jobs at First Citizens Bank (NC) ### [2027 IT Summer Intern - Business Systems Analyst (Raleigh, NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/76c84835a618ba9d2363/) Raleigh, North Carolina ### [2027 IT Summer Intern - Systems Engineer (Raleigh, NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/2d932963808a38955dfb/) Raleigh, North Carolina ### [2027 Summer Intern - Accounting Business Systems Analyst (Raleigh, NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/0d6b7c40666499311963/) Raleigh, North Carolina ### [2027 Summer Intern - Audit (Raleigh, NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/e307f9b890950423e669/) Raleigh, North Carolina ### [2027 Summer Intern - Commercial Bank Credit (Raleigh, NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/37f3ed65e095f14c48e7/) Raleigh, North Carolina ## Similar jobs at other companies ### [Client Services Representative](https://jobs.opennash.com/companies/trane-technologies/jobs/86a5ea7f9e03012fafab/) Trane Technologies · Bellevue, Washington, United States of America ### [Trading Services Analyst](https://jobs.opennash.com/companies/jpmorganchase/jobs/2a7f5db9cd020ace526f/) JPMorganChase · Newark, DE, United States ### [Trading Services Associate](https://jobs.opennash.com/companies/jpmorganchase/jobs/a2b9e65da7dbf6838f73/) JPMorganChase · Columbus, OH, United States ### [Client Service Advisor - Merchant Services](https://jobs.opennash.com/companies/huntington-bank/jobs/39e26b25968a32a8f206/) Huntington Bank · Hagerstown, MD ### [General Utility Worker - Altria Client Services CRT](https://jobs.opennash.com/companies/aramark/jobs/879e79e92551d3715049/) Aramark · Richmond, VA, US OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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