Wealth Management Client Service Specialist
4 weeks ago
Job Summary
Citizens Securities Inc. is a leading financial institution that helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. As a Wealth Management Client Service Specialist, you 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.
Key Responsibilities
- 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
Requirements
- Minimum of 1 year or more of bank/financial services and/or customer service related experience
- Demonstrated history of strong attention to detail
- Demonstrated ability to work in a fast-paced, team environment with multiple priorities in a collaborative manner
- Demonstrated strong interpersonal, verbal, and written communication skills
Preferred Qualifications
- Proven past ability to successfully analyze, problem-solve, and make decisions independently
- Possess ability and willingness to adapt to an ever-changing work environment
- FINRA SIE, Series 7 and/or 63 or 66 licenses
- Possess demonstrated past ability to learn and understand various Computer-Based systems – Salesforce, Mainframe, etc.
- Demonstrated past job history stability strongly preferred
Work Schedule
- Hours per Week: 40
- Work Schedule: Monday-Friday, 8:30 AM - 5:00 PM ET 100% IN OFFICE
Equal Employment Opportunity
Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.
-
CSI Brokerage Client Service Specialist
1 month ago
JOHNSTON, United States Citizens Full timeDescriptionCitizens 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...
-
CSI Brokerage Client Service Specialist
1 month ago
JOHNSTON, United States Citizens Full timeDescription 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...
-
CSI Brokerage Client Service Specialist
4 weeks ago
Johnston, United States Citizens Full timeDescription Citizens Financial Group, Inc. is one of the nations 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...
-
CSI Brokerage Client Service Specialist
1 month ago
Johnston, United States Citizens Full timeDescriptionCitizens 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...
-
CSI Brokerage Client Service Specialist
4 weeks ago
Johnston, United States Citizens Full timeDescription Citizens Financial Group, Inc. is one of the nations 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...
-
Brokerage Client Service Specialist
4 weeks ago
Johnston, United States Citizens Full timeCitizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with a strong commitment to helping its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions.In Consumer Banking, Citizens provides an integrated experience that includes mobile and...
-
Client Services Specialist
4 weeks ago
Johnston, United States Citizens Financial Group, Inc. Full timeAs a successful member of Commercial Operations, you will be asked to meet and exceed department service and quality standards, while maintaining consistent levels of communication with external customers and colleagues. Specialist will perform root Client Service, Specialist, Operations, Banking, Business Services, Client
-
Private WM Transition Operations Specialist
1 week ago
JOHNSTON, United States Citizens Full timeDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove level of experience to clients that results in long-term client loyalty. A dynamic, industry...
-
Client Admission Specialist
3 weeks ago
Johnston, United States Candeo Full timeCandeo is a Not to Profit organization committed to enhancing the lives of individuals with diverse abilities. We provide comprehensive support services tailored to meet the unique needs of each person we serve, empowering them to lead fulfilling liv Specialist, Service Manager, Client, Application, Admissions, Support, Healthcare
-
Client Admission Specialist
3 weeks ago
Johnston, United States Candeo Full timeJob Type Full-time Description Candeo is a Not to Profit organization committed to enhancing the lives of individuals with diverse abilities. We provide comprehensive support services tailored to meet the unique needs of each person we serve, empowering them to lead fulfilling lives within their communities. At Candeo, we prioritize fostering a work culture...
-
Client Admission Specialist
2 weeks ago
Johnston, United States Candeo Full timeJob Type Full-time Description Candeo is a Not to Profit organization committed to enhancing the lives of individuals with diverse abilities. We provide comprehensive support services tailored to meet the unique needs of each person we serve, empowering them to lead fulfilling lives within their communities. At Candeo, we prioritize fostering a work culture...
-
Construction Risk Management Specialist
4 weeks ago
JOHNSTON, United States FM Global Full timeJob SummaryFM Global is seeking a highly skilled Construction Risk Engineer to join our team. As a Construction Risk Engineer, you will be responsible for delivering construction risk engineering products and services that enable our clients to enhance the resilience of their construction projects, reduce exposure to construction-related loss events, and...
-
Warehouse Operations Specialist
4 weeks ago
Johnston, South Carolina, United States United Parcel Service Full timeWarehouse Operations SpecialistAt United Parcel Service, we're looking for a skilled Warehouse Operations Specialist to join our team. As a Warehouse Operations Specialist, you will be responsible for working in our warehouse and driving our familiar brown trucks to deliver packages to our customers.Key Responsibilities:Work in our warehouse, loading and...
-
Store Customer Service Specialist
2 months ago
Johnston, United States The Sherwin-Williams Company Full timeThis position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure...
-
Network Infrastructure Specialist
4 weeks ago
Johnston, Iowa, United States Omni Inclusive Full timeJob Title: Network Infrastructure SpecialistJob Summary: Omni Inclusive is seeking a highly skilled Network Infrastructure Specialist to oversee the design, implementation, and maintenance of network infrastructure solutions within our organization. The ideal candidate will have expertise in ACI, DNAC, Routing and Switching, Cisco Wireless, Cisco Client, F5,...
-
Client Care Representative
4 weeks ago
Johnston, United States QCR Holdings Full timeJob Type Full-time Description TITLE: Client Care Representative JOB FAMILY: Client Care DEPARTMENT: Retail Banking PAY GRADE & FLSA: 4; Non-exempt JOB SUMMARY: The Client Care Representative is responsible for providing a best-in-class experience to current and prospective clients. Provide efficient and professional service while answering general account...
-
Trust Administration
1 month ago
Johnston, United States Citizens Full timeDescription The Trust Administration & Governance Account Specialist is responsible for performing administrative account reviews of the Bank’s fiduciary service-related accounts, generating and disseminating reporting, and serving to deliver colleague support around administrative account review concerns. Additional duties will include supporting...
-
Trust Administration
1 month ago
JOHNSTON, United States Citizens Full timeDescription The Trust Administration & Governance Account Specialist is responsible for performing administrative account reviews of the Bank’s fiduciary service-related accounts, generating and disseminating reporting, and serving to deliver colleague support around administrative account review concerns. Additional duties will include supporting...
-
Trust Administration
2 weeks ago
JOHNSTON, United States Citizens Full timeDescription The Trust Administration & Governance Account Specialist is responsible for performing administrative account reviews of the Bank’s fiduciary service-related accounts, generating and disseminating reporting, and serving to deliver colleague support around administrative account review concerns. Additional duties will include supporting...
-
Case Worker Outreach Specialist
4 weeks ago
Johnston, United States Brown University Health Full timeJob Summary:As a Case Worker Outreach Specialist at Brown University Health, you will provide case management, rehabilitation, and crisis interventions in home office and community settings to adults with serious long-term mental illness. You will work under the supervision of the Program Manager and/or Team Leader, collaborating with psychiatric and allied...