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Wealth Management Brokerage Client Service Specialist
2 months ago
Description
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 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 3,300 ATMs and approximately 1,000 branches in 14 states and the District of Columbia.
The role of Wealth Management – Brokerage Client Service Specialist provides candidates with an introduction into the world of Investments Products via the delivery of world class customer service experience in our Contact Center.
Candidates will be part of an integrated Investment Operations workforce and collaborate with departments responsible for opening/maintaining brokerage accounts, performing trades for equity/fixed income/mutual fund clients and assisting clients with money movements.
Candidates will also participate in actions to efficiently carry out day-to-day Operations by assisting internal clients including, but not limited to, Financial Advisors, Sales Assistants, Risk-Management and Compliance.
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 Funds, Annuities) 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
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 growthBackground 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.
