Priv Wealth Service & Support Specialist -Charlotte, NC or Johnston, RI

Citizens Bank
Charlotte
Workplace: HybridFull timeFunction: Customer Support (Service Desk)Experience: 5+ yearsEducation: high_schoolSkills: ["Customer service","Problem-solving","Attention to detail","Consultative influencing","Collaboration"]

Provide operational and service support for Private Wealth clients and internal teams, assisting with transaction processing, account servicing, and inquiry resolution. Review client requests with diligence and escalate issues appropriately, monitor account activity, and support margin, trade, and related account activities. Handle routine inbound calls and electronic requests, meet service level expectations, and learn Private Wealth products, systems, and regulatory requirements through training and coaching.

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FursaFursa
Citizens Bank
Citizens Bank
3 days ago

Priv Wealth Service & Support Specialist -Charlotte, NC or Johnston, RI

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Provide operational and service support for Private Wealth clients and internal teams, assisting with transaction processing, account servicing, and inquiry resolution. Review client requests with diligence and escalate issues appropriately, monitor account activity, and support margin, trade, and related account activities. Handle routine inbound calls and electronic requests, meet service level expectations, and learn Private Wealth products, systems, and regulatory requirements through training and coaching.
Location: Charlotte
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Support end-to-end processing and servicing of Private Wealth client requests with oversight and guidance.
  • •Review client requests for completeness and quality, escalating questions or concerns appropriately.
  • •Monitor and research account activities, transactions, and discrepancies in partnership with senior specialists.
  • •Process daily business activities including money and asset movement, account opening, account maintenance, and basic trade/fee processing.
  • •Engage with Wealth Managers and customers via inbound calls and electronic inquiries to process routine requests and provide product/service information.

Key Requirements

  • •Series 7 and either Series 63 or Series 66.
  • •Minimum 5+ years of experience in the financial services industry, including options, margin, control, or restricted stock support.
  • •Strong customer service skills with success resolving complex client issues.
  • •Ability to analyze complex situations in a high-risk, fast-paced environment and maintain strong attention to detail.
  • •Completed high school degree or GED equivalent; ability to work independently and collaboratively.
Experience:5+ yearsFinancial servicesWealth management
Education:High School
Skills:Customer serviceProblem-solvingAttention to detailConsultative influencingCollaboration
Certifications:Series 7Series 63Series 66Series 24Series 4

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website