Wealth Ops Specialist - Wealth Contact Center

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

Provide world-class service for wealth and asset management clients through inbound contact center calls. Handle inquiries by applying growing knowledge of investment products (stocks, bonds, mutual funds, annuities) and connecting customers with financial advisors to review goals. Collaborate with an integrated investment operations workforce to support brokerage account opening/maintenance, trades, and money movement activities while assisting internal teams.

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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 service for wealth and asset management clients through inbound contact center calls. Handle inquiries by applying growing knowledge of investment products (stocks, bonds, mutual funds, annuities) and connecting customers with financial advisors to review goals. Collaborate with an integrated investment operations workforce to support brokerage account opening/maintenance, trades, and money movement activities while assisting internal teams.
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 in the contact center.
  • •Connect customers with a Financial Advisor to review financial needs and goals and help grow assets.
  • •Build knowledge of wealth management investment products to handle customer inquiries with increasing complexity.
  • •Support brokerage account opening/maintenance, perform trades for equity/fixed income/mutual fund clients, and assist with money movements.
  • •Assist internal clients (including Financial Advisors, Sales Assistants, and Risk-Management/Compliance) with day-to-day operations.

Key Requirements

  • •Minimum 1 year of bank/financial services customer service-related experience.
  • •Strong attention to detail in daily work.
  • •Strong interpersonal, verbal, and written communication skills.
  • •Customer-focused mindset with the ability to adapt to a fast-paced environment using time management skills.
  • •Ability to analyze, solve problems, and make decisions independently.
Experience:1+ yearsBankingFinancial services
Education:High School
Skills:Attention to detailCommunicationCustomer-focused mindsetProblem-solvingTime management
Certifications:SIESeries 7Series 63
Languages:US

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