Wealth Ops Processor - New Accounts

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

Process and maintain wealth management accounts, including account opening and maintenance. Handle returned mail, review documentation for completeness, and resolve requests and inquiries accurately and on time, including phone correspondence. Partner with field advisors and clients to clarify issues, while expanding knowledge of wealth management investment products such as stocks, bonds, mutual funds, and annuities to support increasingly complex customer questions.

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Citizens Bank
Citizens Bank
3 days ago

Wealth Ops Processor - New Accounts

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Process and maintain wealth management accounts, including account opening and maintenance. Handle returned mail, review documentation for completeness, and resolve requests and inquiries accurately and on time, including phone correspondence. Partner with field advisors and clients to clarify issues, while expanding knowledge of wealth management investment products such as stocks, bonds, mutual funds, and annuities to support increasingly complex customer questions.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Process wealth management account opening and account maintenance functions.
  • •Handle incoming returned mail and resolve related documentation issues.
  • •Review documents to ensure paperwork and information are complete and in good order.
  • •Provide prompt, accurate resolutions for requests and inquiries, including phone correspondence.
  • •Reach out to field advisors and/or clients for clarifications as needed.

Pay and Benefits

Perks:Remote Work

Key Requirements

  • •Minimum 1 year of bank/financial services customer service-related experience.
  • •Strong attention to detail with a consistent work history.
  • •Strong interpersonal, verbal, and written communication skills.
  • •Ability to analyze, problem-solve, and make independent decisions in a fast-paced environment.
  • •Goal-oriented interest in wealth management and investment products; completed high school degree or GED.
Experience:1+ yearsBankingFinancial services
Education:High School
Skills:Attention to detailCommunicationCustomer focusTime managementProblem-solving
Licenses:SIESeries 7Series 63

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