Investment Operations Specialist

1 week ago


Johnston, United States Citizens Full time
Job Description

The 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 clients.

In this role, you will be responsible for handling incoming customer calls, identifying opportunities to help customers grow their assets by connecting them with Financial Advisors, and gaining deeper knowledge of Wealth Management Investment products to handle complex inquiries.

We are seeking individuals with a minimum of 1 year of bank/financial services and/or customer service related experience, strong attention to detail, and excellent interpersonal, verbal, and written communication skills. Preference will be given to candidates with proven problem-solving abilities, adaptability, and FINRA licenses.

Salary: $60,000 - $80,000 per annum (based on location and experience)

Benefits: Our comprehensive benefits package includes health insurance, retirement plans, paid time off, and more.



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