Brokerage Client Service Specialist

3 weeks ago

Johnston, United States Citizens Full time

**Description**

Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $220.4 billion in assets as of March 31, 2024.Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens Securities Inc. provides an integrated experience that includes mobile and online banking, a full-service customer contact center and the convenience of approximately 3,200 ATMs and approximately 1,100 branches in 14 states and the District of Columbia.

**Primary responsibilities include**
- Field a variety of incoming customer calls with a passion to deliver high quality solutions for our customers
- Identify opportunities to help customers grow their assets by connecting them with a Financial Advisor to review their financial needs and goals
- Gain deeper knowledge and understanding of Wealth Management Investment products (Stocks, Bonds, Mutual Fund, Annuity) to handle customer inquiries with increasing complexity

**Qualifications**
- Positive and customer-focused mindset
- Ability to be successful and adapt to a fast-paced, multi-dimensional work environment
- Strong listening and problem-solving abilities, persistent enthusiasm when interacting with customers
- Strong verbal and written communication skills
- Goal oriented professionals with an interest Wealth Management and Investment Products
- Exceptional time management skills
- Detail oriented with a strong sense of urgency
- Ability to learn and understand various Computer Based systems - Salesforce, Mainframe, etc.

**Education, Certifications and/or Other Professional Credentials**
- Securities Licenses are not a requirement
- _SIE_, _Series 7_ or _Series 63_ licensed professionals are encouraged to apply

**Hours & Work Schedule**
- Hours per Week: 40
- Work Schedule: 8am to 5pm, Monday through Friday

**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 Us**

At 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_

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