Private Wealth Service Specialist

2 days ago

Springfield, Illinois, United States Citizens Financial Group, Inc. Full time
Job Title: Private Wealth Service Specialist

Join Citizens Financial Group, Inc. as a Private Wealth Service Specialist and take on a challenging role that requires a unique blend of technical skills and customer service expertise. As a key member of our Private Wealth team, you will be responsible for providing exceptional service to our clients and colleagues, ensuring that their needs are met with precision and care.

Key Responsibilities:
  • Exercise diligence to understand risks associated with client products and transactions to limit liability and financial loss.
  • Independently determine business is in good order, ensuring adherence to company policies, self-regulatory organizations, and state/federal regulations.
  • Research and assist in resolving complex discrepancies relating to client accounts and trading activities.
  • Monitor and investigate margin calls and trade extensions, taking steps to clarify or rebut with clearing firms, communicating with Private Wealth colleagues and clients, and tracking to resolution.
  • Establish relationships with various teams within Citizens Wealth to service clients, while supporting divisional business needs and maintaining a "client-first" mentality.
  • Drive innovation through curiosity and comprehensive understanding of business processes and challenges.
  • Accurately process daily business, including money/asset movement, account opening, closing, and maintenance, margin processing, trade processing, fee processing, and more.
  • Engage with Wealth Managers and Customers via inbound calls, processing requests, responding to inquiries, and providing product and service level guidance.
  • Deliver highly efficient transaction processing and superior results quickly and efficiently, utilizing effective time management skills.
  • Process customer requests, including options, equities, mutual funds, and fixed income trades.
  • Analytical skills ensure satisfactory problem resolution for clients and deliver solutions to complex challenges.
  • Ensure timely and accurate response and resolution to Private Wealth Management colleague and client inquiries regarding technology, issues, functionality, and more.
  • Be a role model and champion for continuous process improvement and organizational effectiveness.
Requirements:
  • Trading or processing restricted stock experience.
  • Active Series 7, 63/66 licenses.
  • Additional licenses preferred, Series 4, 24.
  • 5+ years of previous experience working in the financial services industry, encompassing experience with complex investment products, including options, margin, and control/restricted stock support.
  • Proven customer service, client support, and problem resolution skills.
  • Strong technological savvy and comfortable with learning new tools.
  • Ability to effectively influence others and use consultative skills to enrich the customer experience.
  • Demonstrate close attention to detail.
  • Ability to analyze complex situations in a high-risk, fast-paced environment.
  • Ability to work independently and as part of a team.
  • Ability to train and support other team members.
Work Schedule:

Hours per Week: 40

Work Schedule: Monday - Friday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state, and/or local laws.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

  • Private Wealth Service Specialist

    4 weeks ago

    Springfield, Illinois, United States Citizens Full time

    Job SummaryThe Private Wealth Service Specialist is a critical role within Citizens, responsible for providing exceptional support to Private Wealth clients and colleagues. This position requires a high level of proficiency, integrity, and attention to detail, with a focus on delivering high-quality results in a fast-paced environment.Key...

  • LPN - Private Duty Nursing Specialist

    2 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Job Title: LPN - Private Duty NursingMaxim Healthcare Services is seeking a skilled Licensed Practical Nurse (LPN) to provide private duty nursing care to pediatric and adult patients in their own homes in Springfield, IL.Responsibilities:Utilize the nursing process to assess, plan, implement, and evaluate patient care.Provide skilled nursing care/services...

  • LPN/LVN Private Duty Nursing Specialist

    2 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Private Duty Nursing OpportunitiesMaxim Healthcare Services is seeking skilled LPN/LVN professionals to provide high-quality, private duty nursing care to medically fragile patients in the comfort of their own homes.Job SummaryWe are looking for dedicated and compassionate nursing professionals to join our team and provide personalized care to patients in...

  • RN - Private Duty Nursing Specialist

    2 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Private Duty Nursing OpportunityMaxim Healthcare Services is seeking a skilled and compassionate RN to provide private duty nursing care to medically fragile patients in the comfort of their own homes.Key Responsibilities:Provide high-quality, skilled nursing care to patients in their homesDevelop and implement individualized care plans to meet the unique...

  • LPN - Private Duty Nursing Specialist

    2 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Job Title: LPN - Private Duty NursingMaxim Healthcare Services is seeking a skilled Licensed Practical Nurse (LPN) to provide high-quality patient care in the comfort of their own homes in Springfield, IL.About the Job:Provide skilled nursing care and services to pediatric and adult patients in their own homes.Assess, plan, implement, and evaluate patient...

  • LPN - Private Duty Nursing Specialist

    2 days ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Job Title: LPN - Private Duty NursingMaxim Healthcare Services is seeking a skilled Licensed Practical Nurse (LPN) to provide high-quality patient care in the comfort of their own homes in Springfield, IL.About the Role:Provide skilled nursing care and services to pediatric and adult patients in their own homes.Assess, plan, implement, and evaluate patient...

  • LPN - Private Duty Nursing Specialist

    1 week ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Job Title: LPN - Private Duty NursingMaxim Healthcare Services is seeking a skilled Licensed Practical Nurse (LPN) to provide high-quality care to pediatric and adult patients in their own homes in Springfield, IL.Job Summary:We are looking for a dedicated and compassionate LPN to join our team of healthcare professionals. As a Private Duty Nursing LPN, you...

  • Nurse - Private Duty

    2 days ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Job Title: RN - Private Duty NursingMaxim Healthcare Services is seeking a dedicated and compassionate Registered Nurse to provide private duty nursing care to patients in their own homes in Springfield, IL.About the Role:Provide high-quality, patient-centered care to pediatric and adult patients in their own homes.Develop and implement individualized care...

  • LPN Homecare Specialist

    2 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Job Title: LPN Homecare SpecialistMaxim Healthcare Services is seeking a skilled LPN Homecare Specialist to provide high-quality patient care in the comfort of their own homes.About the Role:Utilize the nursing process to assess, plan, implement, and evaluate patient care.Provide skilled nursing care/services in accordance with prescribed orders.Assess signs...

  • Nursing Professional

    3 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Private Duty Nursing OpportunityMaxim Healthcare Services is seeking a skilled nursing professional to provide high-quality, private duty care to medically fragile patients in the comfort of their own homes.Key Responsibilities:Deliver skilled nursing care to patients with complex medical needsDevelop and implement individualized care plans to meet patient...

  • LPN Private Duty Nurse

    2 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    LPN Private Duty Nurse Job DescriptionMaxim Healthcare Services is seeking a skilled Licensed Practical Nurse (LPN) to provide high-quality care to pediatric patients in the comfort of their own homes in Springfield, TN.Key Responsibilities:Deliver skilled nursing care and services to patients in accordance with prescribed ordersAssess patient needs and...

  • Nursing Professional

    3 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    About the RoleWe are seeking a skilled Registered Nurse to join our team at Maxim Healthcare Services. As a Private Duty Nurse, you will provide high-quality patient care in the comfort of their own homes in Springfield, IL.ResponsibilitiesDevelop and implement individualized care plans to meet the unique needs of each patient.Provide hands-on nursing care,...

  • Nursing Professional

    3 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    About the RoleWe are seeking a skilled Registered Nurse to join our team at Maxim Healthcare Services. As a Private Duty Nurse, you will provide high-quality patient care in the comfort of their own homes in Springfield, IL.ResponsibilitiesDevelop and implement individualized care plans to meet the unique needs of each patient.Provide hands-on nursing care,...

  • RN Homecare Specialist

    2 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Job Title: RN Homecare SpecialistMaxim Healthcare Services is seeking a skilled RN Homecare Specialist to provide high-quality patient care in a home setting. As a key member of our team, you will work one-on-one with patients in the Springfield, MA area, delivering compassionate and personalized care.Responsibilities:Utilize the nursing process to assess,...

  • LPN Private Duty Nurse

    2 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Maxim Healthcare Services is seeking a skilled LPN to provide high-quality care to pediatric patients in the comfort of their own homes in Springfield, TN.Responsibilities:Utilize the nursing process to assess, plan, implement, and evaluate patient care.Provide skilled nursing care/services in accordance with prescribed orders.Assess signs and symptoms...

  • Operations Central Specialist

    3 weeks ago

    Springfield, Illinois, United States FORVIS Full time

    Wealth Advisory Team Member **Job Summary** Forvis Mazars is seeking a detail-oriented and team-player individual to fill a key role within the Wealth Advisory team. As a Wealth Advisory Team Member, you will support the team in providing an integrated suite of services to affluent families and institutional clients. **Key Responsibilities** * Develop...

  • Licensed Practical Nurse

    2 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    About the JobMaxim Healthcare Services is seeking skilled and compassionate Licensed Practical Nurses (LPNs) for private duty nursing opportunities in Springfield, MA.Job SummaryWe are looking for dedicated and caring LPNs to provide high-quality patient care in a home healthcare setting. As an LPN with Maxim Healthcare Services, you will have the...

  • Portfolio Management Specialist

    2 weeks ago

    Springfield, Illinois, United States MassMutual Full time

    The OpportunityWe're seeking a skilled and ambitious Portfolio Management Specialist to drive growth and innovation in our wealth management organization. As a key member of our team, you'll be responsible for marshaling resources across the organization, interfacing with our broader Wealth Management team, and implementing best practices of portfolio...

  • LPN - Private Duty Nursing Specialist

    3 weeks ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Maxim Healthcare Services Job OpportunityWe are seeking a skilled Licensed Practical Nurse (LPN) to provide high-quality patient care in the comfort of their own homes in Springfield, IL.Job SummaryAs a LPN with Maxim Healthcare Services, you will have the opportunity to work with pediatric and adult patients, utilizing the nursing process to assess, plan,...

  • Nurse Specialist

    1 week ago

    Springfield, Illinois, United States Maxim Healthcare Service Full time

    Job Title: RN Private Duty NursingMaxim Healthcare Services is seeking a skilled and compassionate RN Private Duty Nursing professional to provide high-quality care to medically fragile patients in the comfort of their own homes.About the Role:Provide skilled nursing care to patients in their homes, promoting independence and improving quality of life.Assess...