Wealth Ops Specialist - Wealth Contact Center

Citizens Bank
United States
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 1+ yearsEducation: high_schoolSkills: ["Attention to detail","Communication","Problem-solving","Independence","Time management"]

Provide world-class customer service in the Wealth Contact Center, fielding incoming calls and handling inquiries related to wealth management investment products. Collaborate with an integrated investment operations workforce to support brokerage account opening/maintenance, assist with trades across equities, fixed income, and mutual funds, and help clients with money movements. Identify opportunities to connect customers with a Financial Advisor to review goals and grow assets.

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Citizens Bank
Citizens Bank
6 days ago

Wealth Ops Specialist - Wealth Contact Center

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Provide world-class customer service in the Wealth Contact Center, fielding incoming calls and handling inquiries related to wealth management investment products. Collaborate with an integrated investment operations workforce to support brokerage account opening/maintenance, assist with trades across equities, fixed income, and mutual funds, and help clients with money movements. Identify opportunities to connect customers with a Financial Advisor to review goals and grow assets.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Field incoming customer calls and deliver high-quality solutions.
  • •Connect customers with a Financial Advisor to review financial needs and goals and help customers grow assets.
  • •Develop knowledge of wealth management investment products to handle customer inquiries with increasing complexity.
  • •Support investment operations tasks such as opening/maintaining brokerage accounts.
  • •Perform or assist with trades and related operations for equity, fixed income, and mutual fund clients and help with money movements.

Key Requirements

  • •1+ year of bank or financial services customer service-related experience.
  • •Strong attention to detail and ability to deliver high-quality customer solutions.
  • •Demonstrated interpersonal, verbal, and written communication skills.
  • •Ability to analyze, solve problems, and make decisions independently in a fast-paced, multi-dimensional environment.
  • •High school degree or GED equivalent; securities licenses such as SIE, Series 7, or Series 63 are preferred.
Experience:1+ yearsBankingFinancial servicesCustomer service
Education:High School
Skills:Attention to detailCommunicationProblem-solvingIndependenceTime management
Licenses:SIESeries 7Series 63
Languages:English

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