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Description
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $220.4 billion in assets as of March 31, 2024.
Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions.
In Consumer Banking, Citizens Securities Inc. provides an integrated experience that includes mobile and online banking, a full-service customer contact center and the convenience of approximately 3,200 ATMs and approximately 1,100 branches in 14 states and the District of Columbia.
The role of Wealth Management Brokerage Client Service Specialist provides candidates with an introduction into the world of Investments Products via the delivery of world class customer service experience in our Contact Center.
Candidates will be part of an integrated Investment Operations workforce and collaborate with departments responsible for opening / maintaining brokerage accounts, performing trades for equity / fixed income / mutual fund clients and assisting clients with money movements.
Candidates will also participate in actions to efficiently carry out day-to-day Operations by assisting internal clients including, but not limited to, Financial Advisors, Sales Assistants, Risk-Management and Compliance.
Primary responsibilities include
Qualifications
Education, Certifications and / or Other Professional Credentials
Hours & Work Schedule
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability.
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status / parenthood, medical condition, military or veteran status, national origin, pregnancy / childbirth / lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and / or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities.
When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Last updated : 2024-05-12
Full Time
Lending & Credit
$85k-113k (estimate)
05/13/2024
05/16/2024
citizensebank.com
SALEM, OR
100 - 200
1957
THOMAS A SVOLEANTOPAULOS
$10M - $50M
Lending & Credit
Welcome to locally owned Citizens Bank, the area's premier community bank. We proudly provide comprehensive banking services to businesses and individuals in 13 Willamette Valley communities. At Citizens Bank, we believe that our success is directly linked to the overall health of the region we serve. Since 1957, we have committed ourselves to improving the communities in which we live, work, and play. We honor that commitment daily by providing a full range of banking services with a personal, hometown touch; by supporting the continued prosperity of local businesses; and by emphasizing hones...ty, integrity, and fairness in our relationships with customers, co-workers, and neighbors. Citizens Bank: Good Business. Good Friends. Member FDIC, Equal Housing Lender
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The job skills required for Client service specialist include Client Service, Customer Service, Problem Solving, Written Communication, Time Management, Listening, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service specialist positions, which can be used as a reference in future career path planning. As a Client service specialist, it can be promoted into senior positions as a Customer Service Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service specialist. You can explore the career advancement for a Client service specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Specialist job description and responsibilities
Build and nurture strong personal relationships with clients.
03/06/2022: Boise, ID
Client services representatives manage client relationships and provide customer support.
02/22/2022: Pittsfield, MA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Specialist jobs
These positions require familiarity with customer services tools and programs.
01/27/2022: Bradenton, FL
Communicate clearly with customers.
01/17/2022: Jacksonville, FL
Step 3: View the best colleges and universities for Client Service Specialist.