What are the responsibilities and job description for the Wealth Operations Specialist position at Citizens?
Description
The role of Wealth Management – Wealth Operations Specialist provides candidates with an introduction into the world of Investment Products via the delivery of world class customer service 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.
Job Requirements :
Field a variety of incoming customer calls with a passion to deliver high quality solutions for our customers. Identify opportunities to help customers grow their assets by connecting them with a Financial Advisor to review their financial needs and goals. Gain deeper knowledge and understanding of Wealth Management Investment products (Stocks, Bonds, Mutual Funds, Annuities) to handle customer inquiries with increasing complexity.
Qualifications :
Positive and customer-focused mindset
Ability to be successful and adapt to a fast-paced, multi-dimensional work environment
Strong verbal and written communication skills
Goal oriented professional with an interest Wealth Management and Investment Product
Exceptional time management skills
Detail oriented with a strong sense of urgency
Ability to learn and understand various Computer Based systems – Salesforce, Mainframe, etc.
Securities Licenses are not a requirement, but SIE, Series 7 or Series 63 licensed professionals are encouraged to apply
Hours & Work Schedule :
Hours per Week : 40
Work Schedule : M-F
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
Citizens, its parent, subsidiaries, and related companies (Citizens), provides 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, transgendered and transitioning individuals, 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. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
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
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
04 / 07 / 2025
