Private Wealth Service Specialist

1 month ago


Sparks, Nevada, United States Citizens Full time
Job Summary

We are seeking a highly skilled Private Wealth Service Specialist to join our team at Citizens. As a key member of our Private Wealth department, you will be responsible for providing exceptional service to our clients and colleagues.

Key Responsibilities
  • Client Service
    • Exercise diligence to understand risks associated with client products and transactions to limit liability and financial loss.
    • Independently determine business is in good order, ensuring adherence to company policies, regulatory requirements, and industry best practices.
    • Research and assist in resolving complex discrepancies relating to client accounts and trading activities.
  • Operational Support
    • Monitor and investigate margin calls and trade extensions, taking steps to clarify or rebut with clearing firms, communicating to Private Wealth colleagues and clients, and tracking to resolution.
    • Establish relationships with various teams within Citizens to service our clients, while supporting divisional business needs and maintaining a client-first mentality.
    • Drive innovation through curiosity and comprehensive understanding of business processes and challenges.
  • Transaction Processing
    • Accurately process daily business, including money/asset movement, account opening, closing, and maintenance, margin processing, trade processing, fee processing, etc.
    • Engage with Wealth Managers and Customers via inbound calls, processing requests, responding to inquiries, and providing product and service level guidance.
  • Problem Resolution
    • Analytical skills ensure satisfactory problem resolution for our clients and deliver solutions to complex challenges.
    • Ensure timely and accurate response and resolution to Private Wealth Management colleague and client inquiries regarding technology, issues, functionality, etc.
  • Continuous Improvement
    • Be a role model and champion for continuous process improvement and organizational effectiveness.
Requirements
  • Active Series 7, 63/66 licenses.
  • Additional licenses preferred: Series 24, 4.
  • 5+ years of previous experience working in the financial services industry, encompassing experience with complex investment products, including options, margin, and control/restricted stock support.
  • Proven customer service, client support, and problem resolution skills.
  • Strong technological savvy and comfortable with learning new tools.
  • Ability to effectively influence others and use consultative skills to enrich the customer experience.
  • Demonstrate close attention to detail.
  • Ability to analyze complex situations in a high-risk, fast-paced environment.
  • Ability to work independently and as part of a team.
  • Ability to train and support other team members.
Work Environment
  • Hours per Week: 40.
  • Work Schedule: Monday - Friday.

  • Wax Specialist

    7 days ago


    Sparks, Nevada, United States European Wax Center Full time

    About European Wax CenterWe are a nation-wide company that provides professional waxing services to anyone looking to flaunt smooth skin. Our facilities are modern, clean, and sanitary, and include private suites. Our specialists are licensed and trained to deliver an exceptional wax experience.Job DescriptionWe are seeking a skilled and experienced Wax...


  • Sparks, Nevada, United States Johnson Service Group Full time

    Job SummaryWe are seeking an experienced Accounts Payable Specialist to join our team at Johnson Service Group. The successful candidate will be responsible for assisting with the transition of invoices to our AP and Purchasing system, reviewing invoices, validating invoice data capture, and entering data as needed.Key ResponsibilitiesAssist with the...


  • Sparks, Nevada, United States Maxim Healthcare Service Full time

    Job Title: LPN/LVN G-Tube Feeding VisitsWe are seeking a skilled LPN/LVN to provide G-Tube feeding visits to our clients in the Sparks, NV area.Job Summary:This is a unique opportunity to work with a reputable healthcare company, Maxim Healthcare Services, and make a positive impact on the lives of our clients. As a G-Tube feeding specialist, you will be...

  • Account Specialist

    1 month ago


    Sparks, Nevada, United States Ellsworth Full time

    {"title": "Account Specialist", "description": "Customer Service and Account Management OpportunityElevate your career in customer service and account management with Ellsworth Corporation, a global industry leader in specialty chemicals and adhesive manufacturing. As an Account Specialist, you will play a vital role in maintaining exceptional customer...


  • Sparks, Nevada, United States ShipBob, Inc. Full time

    Job Title: ICQA Warehouse Support SpecialistWe are seeking a highly skilled ICQA Warehouse Support Specialist to join our team at ShipBob, Inc. This is an exciting opportunity to work in a fast-paced environment and contribute to the success of our company.Job Summary:The ICQA Warehouse Support Specialist will be responsible for monitoring and completing...

  • Travel Nurse RN

    1 month ago


    Sparks, Nevada, United States Cross Country Nurses Full time

    Job Title: Travel Nurse RN - Telemetry SpecialistJob Summary: Cross Country Nurses is seeking a skilled Travel Nurse RN - Telemetry Specialist to provide high-quality patient care in a dynamic and challenging environment.Responsibilities:Provide direct patient care to patients requiring cardiac monitoring and frequent vital signs and assessments.Collaborate...


  • Sparks, Nevada, United States Headway Full time

    {"h2": "Remote Licensed Mental Health Therapist (LMHT) Opportunity"} As a licensed mental health therapist, you have the opportunity to launch or grow your private practice with Headway's support. Our platform enables you to earn more through insurance, providing you with the tools and resources needed to succeed. Key Benefits: Accept insurance...


  • Sparks, Nevada, United States Headway Full time

    {"h2": "Remote Licensed Mental Health Therapist (LMHT) Opportunity"} As a Licensed Mental Health Therapist, you have the opportunity to launch or grow your private practice with Headway's support. Our platform enables you to earn more through insurance, providing you with the tools and resources needed to succeed. Headway's mission is to rewire the mental...


  • Sparks, Nevada, United States Headway Full time

    {"h2": "Remote Licensed Mental Health Therapist (LMHT) Opportunity"} Are you a licensed mental health therapist looking to launch or grow your private practice? Headway can help you increase your earnings through insurance support. We equip mental health practitioners with the tools and resources needed to run a successful private practice. Our platform...


  • Sparks, Nevada, United States Headway Full time

    {"h2": "Remote Licensed Mental Health Therapist (LMHT) Opportunity"} Are you a licensed mental health therapist looking to launch or grow your private practice? Headway can help you increase your earnings through insurance support. We equip mental health practitioners with the tools and resources needed to run a successful private practice. Our platform...

  • Travel Nurse RN

    1 month ago


    Sparks, Nevada, United States Cross Country Nurses Full time

    Job Title: Travel Nurse RN - Telemetry SpecialistJob Summary: Cross Country Nurses is seeking a skilled Travel Nurse RN - Telemetry Specialist to provide high-quality patient care in a dynamic and challenging environment.Responsibilities:Provide direct patient care to patients requiring cardiac monitoring and frequent vital signs and assessments.Collaborate...


  • Sparks, Nevada, United States LHC Group Full time

    Job SummaryWe are seeking a skilled Certified Nursing Assistant to join our team at LHC Group. As a Certified Nursing Assistant, you will play a vital role in providing high-quality patient care in a private duty 1 on 1 setting.Key ResponsibilitiesObtain vital signs, including temperature, pulse, blood pressure, respirations, and SaO2, accurately on a daily...


  • Sparks, Nevada, United States Headway Full time

    Unlock Your Potential as a Licensed Mental Health Therapist Are you a licensed mental health therapist looking to launch or grow your private practice? Headway is here to support you in achieving your goals. We equip mental health practitioners with the tools and resources needed to run a thriving private practice, providing a flexible and supportive...


  • Sparks, Nevada, United States LHC Group Full time

    Job SummaryWe are seeking a compassionate and skilled Certified Nursing Assistant (CNA) to provide high-quality care to pediatric patients in the comfort of their own homes. As a Private Duty CNA, you will work one-on-one with clients, providing personalized support and assistance with daily living activities.ResponsibilitiesProvide direct patient care,...


  • Sparks, Nevada, United States Headway Full time

    {"h2": "Remote Licensed Mental Health Therapist (LMHT) Opportunity"} As a Licensed Mental Health Therapist, you have the opportunity to launch or grow your private practice with Headway's support. Our platform enables you to earn more through insurance, providing you with the tools and resources needed to succeed. Key Benefits: Accept insurance...


  • Sparks, Nevada, United States Headway Full time

    {"h2": "Remote Licensed Mental Health Therapist (LMHT) Opportunity", "p": ["Headway is a platform that supports mental health clinicians in launching and growing their private practices. We offer insurance credentialing, billing, and administrative support to help you focus on providing high-quality care to your patients.", "li": ["Accept insurance...

  • Account Specialist

    3 weeks ago


    Sparks, Nevada, United States Ellsworth Full time

    About the RoleWe are seeking a highly skilled and motivated Account Specialist to join our team at Ellsworth Adhesives. As an Account Specialist, you will play a critical role in building and maintaining strong relationships with our customers, providing exceptional customer service, and driving sales growth.Key ResponsibilitiesDevelop and maintain...

  • Medical Specialist

    2 hours ago


    Sparks, Nevada, United States Biomat USA, Inc. Full time

    About the JobWe are seeking a skilled Medical Specialist to join our team at Grifols, a global healthcare company dedicated to improving the health and well-being of people around the world.As a Medical Specialist, you will play a critical role in ensuring the health and safety of our donors, while also providing exceptional customer service and support.Key...

  • Medical Specialist

    3 weeks ago


    Sparks, Nevada, United States Grifols Full time

    Medical Specialist OpportunityGrifols is a global healthcare company that has been improving the health and well-being of people around the world since 1909. We are leaders in plasma-derived medicines and transfusion medicine, developing, producing, and marketing innovative medicines, solutions, and services in over 110 countries and regions.Job SummaryWe...


  • Sparks, Nevada, United States Acro Service Corporation Full time

    Job SummaryWe are seeking a highly skilled Groundskeeper to join our team at Acro Service Corporation. As a Groundskeeper, you will be responsible for maintaining the grounds and facilities of our company, ensuring a safe and aesthetically pleasing environment for our employees and clients.Key ResponsibilitiesGrounds Maintenance: Follow established watering...