CSI Research Specialist

3 weeks ago

Johnston, United States Citizens Full time

Description

Citizens Securities is responsible for providing a complete line of investment/insurance products and functionality to our Financial Advisors and clients. The primary role of a CSI Research Specialist is to perform all aspects related to the operational needs of the broker dealer, while providing world class customer service. 

Primary Responsibilities include:

  • Handling all money movement transactions (bank payments, checks, wires, account journals, internal/external transfers) 
  • Processing all physical and remote check deposits, as well as stock/bond certificates 
  • Incoming mail handling and repository filing 
  • Ensuring prompt, accurate and timely resolution to all requests and inquiries including phone correspondence  

Required Qualifications:

  • Minimum of 1 year or more of bank/financial services and/or customer service related experience  
  • Demonstrated history of strong attention to detail
  • Demonstrated ability to work in a fast paced, team environment with multiple priorities in a collaborative manner
  • Demonstrated strong interpersonal, verbal and written communication skills 

Preferred Qualifications:

  • Proven past ability to successfully analyze, problem solve, and make decisions independently 
  • Possess ability and willingness to adapt to an ever-changing work environment 
  • FINRA SIE, Series 7 and/or 63 or 66 licenses 
  • Demonstrated past job history stability strongly preferred 

Hours & Work Schedule:

  • Hours per Week: 40 
  • Work Schedule: Monday-Friday, 8:30 AM - 5:00 PM ET      OR  8:00 AM ET - 4:30 PM ET

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

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt 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.

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