Research Operations Specialist
2 weeks ago
Citizens is seeking a highly skilled Research Operations Specialist to join our team. As a key member of our operations team, you will be responsible for performing all aspects related to the operational needs of our broker dealer, while providing world-class customer service.
Key Responsibilities- Handle all money movement transactions, including bank payments, checks, wires, account journals, and internal/external transfers.
- Process all physical and remote check deposits, as well as stock/bond certificates.
- Manage incoming mail and repository filing.
- Ensure prompt, accurate, and timely resolution to all requests and inquiries, including phone correspondence.
- 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.
- 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.
- Demonstrated past job history stability strongly preferred.
- Hours per Week: 40.
- Work Schedule: Monday-Friday, 8:30 AM - 5:00 PM ET or 8:00 AM ET - 4:30 PM ET.
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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Research Operations Specialist
2 weeks ago
Johnston, United States Citizens Full timeJob SummaryCitizens is seeking a highly skilled Research Operations Specialist to join our team. As a key member of our operations team, you will be responsible for providing world-class customer service and ensuring the smooth operation of our investment products.Key Responsibilities:Process all money movement transactions, including bank payments, checks,...
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Research Specialist
3 weeks ago
Johnston, United States Citizens Full timeJob SummaryCitizens is seeking a highly skilled Research Specialist to join our team. As a Research Specialist, you will be responsible for performing all aspects related to the operational needs of the broker dealer, while providing world-class customer service.Key Responsibilities:Handling all money movement transactions (bank payments, checks, wires,...
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CSI Research Specialist
3 weeks ago
Johnston, United States Citizens Full timeJob DescriptionDescriptionCitizens Securities is responsible for providing a complete line of investment/insurance products and functionality to our Financial Advisors and clients. The primary role of a CSI Research Specialist is to perform all aspects related to the operational needs of the broker dealer, while providing world class customer...
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CSI Research Specialist
3 weeks ago
JOHNSTON, United States Citizens Full timeDescriptionCitizens Securities is responsible for providing a complete line of investment/insurance products and functionality to our Financial Advisors and clients. The primary role of a CSI Research Specialist is to perform all aspects related to the operational needs of the broker dealer, while providing world class customer service. Primary...
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CSI Research Specialist
3 weeks ago
Johnston, United States Citizens Full timeDescriptionCitizens Securities is responsible for providing a complete line of investment/insurance products and functionality to our Financial Advisors and clients. The primary role of a CSI Research Specialist is to perform all aspects related to the operational needs of the broker dealer, while providing world class customer service. Primary...
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CSI Research Specialist
3 weeks ago
Johnston, United States Citizens Full timeJob DescriptionDescriptionCitizens Securities is responsible for providing a complete line of investment/insurance products and functionality to our Financial Advisors and clients. The primary role of a CSI Research Specialist is to perform all aspects related to the operational needs of the broker dealer, while providing world class customer...
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CSI Research Specialist
3 weeks ago
Johnston, United States Citizens Full timeDescriptionCitizens Securities is responsible for providing a complete line of investment/insurance products and functionality to our Financial Advisors and clients. The primary role of a CSI Research Specialist is to perform all aspects related to the operational needs of the broker dealer, while providing world class customer service. Primary...
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CSI Research Specialist
3 weeks ago
JOHNSTON, United States Citizens Full timeDescriptionCitizens Securities is responsible for providing a complete line of investment/insurance products and functionality to our Financial Advisors and clients. The primary role of a CSI Research Specialist is to perform all aspects related to the operational needs of the broker dealer, while providing world class customer service. Primary...
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