Wealth Management Client Service Professional

Key ResponsibilitiesAs a Brokerage Client Service Expert, you will play a vital role in delivering exceptional customer experiences and providing expert advice on wealth management investment products. Your primary responsibilities will include:Fielding customer calls and resolving issues promptly and professionallyIdentifying opportunities to grow...

Description 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...

About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Customer Advocate to join our team. In this role, you will be responsible for providing top-notch customer service, resolving issues, and exceeding customer expectations.The ideal candidate will have a strong background in customer-facing roles, excellent communication...

DescriptionThis role performs functions supporting Wealth in underwriting, credit approval, loan documentation, ongoing portfolio monitoring and annual review processes for Wealth Management’s lending portfolio (nonresidential). The position processes straightforward to complex credits with sophisticated personal/family and corporate organizational...

Job DescriptionCitizens Financial Group, Inc. is seeking a highly skilled Wealth Management Application Specialist to join our team. As a key member of our organization, you will be responsible for managing the day-to-day operations of our infrastructure area. This includes coordinating activities such as facilities management, space planning, and systems...

DescriptionCitizens 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 experience to clients that results in long-term client loyalty. Citizens Private Wealth...

Description Citizens 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 experience to clients that results in long-term client loyalty. Citizens Private Wealth...

SalaryThe estimated salary for this role is between $55,000 and $65,000 per year, depending on your level of experience and qualifications. This compensation package reflects the importance of providing excellent customer service and supporting the growth of our clients' financial portfolios.Job DescriptionThis is an exciting opportunity to join our team as...

About Our Role">This position provides an introduction into the world of Investment Products via the delivery of exceptional customer service experience in our Contact Center.You will collaborate with departments responsible for opening/maintaining brokerage accounts, performing trades for equity/fixed income/mutual fund clients and assisting clients with...

Key ResponsibilitiesAs a Wealth Management Brokerage Client Service Specialist at Citizens, your key responsibilities will include:Handling incoming customer calls with a passion for delivering high-quality solutionsIdentifying opportunities to help customers grow their assets by connecting them with Financial AdvisorsGaining deeper knowledge of Wealth...

About UsCitizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with a strong presence in 14 states and the District of Columbia. Our company offers a wide range of financial products and services to meet the diverse needs of our customers. We are committed to fostering an inclusive culture that enables colleagues to...

Job Description:The Receptionist position at H&R Block requires a personable and efficient individual who can provide excellent customer service, manage multiple tasks, and maintain a high level of organization.Key Accountabilities:Provide warm and welcoming interactions with clientsFacilitate seamless client schedulingEnsure smooth client departuresMaintain...

Company OverviewCitizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with a strong presence in 14 states and the District of Columbia. Our company offers a wide range of financial products and services to meet the diverse needs of our customers.Job SummaryWe are seeking a skilled Wealth Management Brokerage Client...

Job DescriptionThe Wealth Management Brokerage Client Service Specialist role at Citizens provides a unique opportunity to gain experience in the world of investment products. As a key member of our Contact Center team, you will deliver exceptional customer service and work collaboratively with various departments to provide tailored solutions for our...

DescriptionA Kforce client is seeking to hire an Audit Services Manager in Johnston, Rhode Island (RI).Summary:This client is a national insurance company, they have a good work/life balance with flexible start times, no overtime, and typically a 37.5-hour work week. They offer an excellent benefits package that includes top healthcare coverage, 401 with...

Job DescriptionJob DescriptionBenefits: - Competitive salary and performance-based incentives. - Job Stability in a growing industry - Retirement savings plan with company match. - Paid time off and holidays. - Opportunities for professional development and career advancement.  ESSENTIAL JOB FUNCTIONSAs an Insurance Trusted Advisor you will take ownership...

DescriptionCitizens 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 experience to clients that results in long-term client loyalty.Citizens Private Wealth...

Job SummaryWe are seeking a talented Laboratory Professional to join our research team at Acro Service Corporation in Johnston, IA 50131 USA. The successful candidate will have a strong background in biological sciences and experience in molecular biology techniques.In this role, you will assist with creating, executing, and scoring results supporting...

Job 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...

Company Overview">Banfield Pet Hospital strives to provide exceptional veterinary care for pets, fostering a positive experience for both our clients and their animals.">Job Description">The Client Experience Liaison drives the flow of clients and pets through the hospital, ensuring effective communication between associates and clients. This individual...