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Brokerage Client Service Specialist
3 months ago
About the Company: Citizens Financial Group, Inc. is a leading financial institution dedicated to providing tailored advice, ideas, and solutions to help customers reach their financial potential. They offer integrated banking experiences through various channels across multiple states.
Description: The Wealth Management – Brokerage Client Service Specialist role provides candidates with an opportunity to immerse themselves in the world of Investment Products while delivering exceptional customer service in a Contact Center environment.
Key Responsibilities:
- Field incoming customer calls and provide high-quality solutions
- Identify opportunities to connect customers with Financial Advisors to review financial needs
- Develop expertise in Investment products to handle customer inquiries effectively
Qualifications:
- Positive and customer-focused mindset
- Ability to thrive in a fast-paced environment
- Excellent listening and problem-solving skills
- Effective communication skills
- Interest in Wealth Management and Investment Products
- Strong time management and attention to detail
- Proficiency in Computer Based systems
Requirements:
- Securities Licenses not mandatory
- SIE, Series 7 or Series 63 certifications are a plus
Hours & Work Schedule:
- Hours per Week: 40
- Work Schedule: Monday to Friday, 8am to 5pm
Equality and Inclusion Policy: At Citizens, diversity, equity, and inclusion are core values. Employment decisions are based on merit and performance, providing equal opportunities for all.
Interested candidates should undergo a background check as part of the employment screening process.
