Private Wealth Service Specialist

3 weeks ago


Springfield, Illinois, United States Citizens Financial Group, Inc. Full time

The Private Wealth Service Specialist is a key role within Citizens Financial Group, Inc. that provides exceptional support to Private Wealth clients and colleagues.

This position is responsible for delivering high-quality, end-to-end processing and servicing to Private Wealth clients, while also driving business development opportunities.

The Private Wealth Service Specialist will work closely with Private Wealth Management professionals to ensure seamless client experiences and drive business growth.

Key responsibilities include:

  • Providing white-glove service to Private Wealth clients, including processing daily business and resolving complex discrepancies.
  • Collaborating with Wealth Managers and Customers to deliver highly efficient transaction processing and superior results.
  • Ensuring timely and accurate response and resolution to Private Wealth Management colleague and client inquiries.
  • Driving innovation through curiosity and comprehensive understanding of business processes and challenges.

Requirements for this role include:

  • 5+ years of previous experience working in the financial services industry, encompassing experience with complex investment products.
  • Proven customer service, client support and problem resolution skills.
  • Strong technological savvy and comfortable with learning how to use new tools.
  • Ability to effectively influence others and use consultative skills to enrich the customer experience.

Citizens Financial Group, Inc. is an equal employment opportunity employer and welcomes applications from diverse candidates.



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