Finance Talent Hub
First Citizens Bank
Financial Services Development Associate
We are seeking a motivated and ambitious Financial Services Development Associate to join our team. This role provides an excellent opportunity to build a strong foundation in financial services, develop critical skills, and contribute to the growth and success of our organization.
About the Role:
As a Financial Services Development Associate, you will be involved in various aspects of financial services, gaining exposure to key areas such as client relationship management, operations, and strategy. You will work closely with experienced professionals, receive hands-on training, and play a vital role in supporting the firm’s goals and initiatives.
Key Responsibilities:
- Support financial advisors and team members in delivering exceptional service to clients
- Assist in the preparation of client reports, presentations, and financial planning materials
- Conduct market research and analysis to support investment strategies and business decisions
- Coordinate client account operations, ensuring accuracy and compliance with internal policies and regulatory requirements
- Collaborate with internal teams to streamline processes and improve efficiency
- Participate in client meetings and provide follow-up support to address client needs
- Contribute to the development and execution of business strategies and initiatives
- Stay informed about industry trends, financial products, and regulatory changes
- Assist in the preparation of training materials and resources for team development
- Maintain accurate and up-to-date client and operational records
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Strong interest in financial services, with a desire to build a career in the industry
- Excellent organizational and time management skills, with the ability to manage multiple tasks effectively
- Strong analytical and problem-solving abilities, with attention to detail
- Outstanding communication and interpersonal skills, with the ability to work collaboratively in a team environment
- Proficiency in Microsoft Office Suite, with familiarity in financial analysis tools being a plus
- Demonstrated ability to thrive in a fast-paced, client-focused environment
- Previous internships or experience in financial services is an advantage
Why Join Us?
This role is an exceptional starting point for a career in financial services, offering comprehensive training and exposure to diverse areas of the industry. You will work with a team of professionals dedicated to helping you develop your skills and achieve your career goals. We offer competitive compensation, professional development opportunities, and a collaborative work culture.
Apply Today to take the first step toward a rewarding career in financial services.
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