Wealth Management Client Service Specialist

4 weeks ago


JOHNSTON, United States Citizens Full time

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.



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