Private Wealth Client Support Specialist

Citizens Bank; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Citizens Bank seeks a Private Wealth Service and Support Associate to provide high-quality operational and service support to Private Wealth clients. You will assist with transaction processing, account servicing, and inquiries while learning Private Wealth products, systems, and regulations.

This developmental role builds foundation in Private Wealth operations and risk awareness, preparing you for increased responsibilities over time.

Qualifications

• Series 7 and either the Series 63 OR 66.
• Minimum of 5+ years in the financial services industry.
• Strong customer service skills and problem resolution.
• Ability to analyze complex situations in a high risk, fast paced environment.
• High level of technological proficiency and learning new tools.
• Strong consultative and influencing skills to enhance client experience.
• Strong attention to detail and accuracy.
• Ability to train and guide team members.
• Completed High School degree or GED.

Responsibilities

• Support end-to-end processing and servicing Private Wealth client requests with oversight from seniors.
• Review client requests for completeness and escalate questions as needed.
• Monitor and research account activities and discrepancies with senior specialists.
• Support margin, trade, and account activities by documenting findings and updates.
• Process daily business activities including money/asset movement, account opening and maintenance.
• Interact with Wealth Managers and clients via calls and inquiries to provide information.
• Learn and follow policies, risk management, and regulatory requirements; escalate issues.

Skills

Client service

Attention to detail

Analytical thinking

Communication

Independent worker

Team collaboration

Regulatory knowledge

Education

High School diploma or GED

Associates degree

Bachelor's degree

Job description

Citizens Bank seeks a Private Wealth Service and Support Associate to provide high-quality operational and service support to Private Wealth clients. You will assist with transaction processing, account servicing, and inquiries while learning Private Wealth products, systems, and regulations.

This developmental role builds foundation in Private Wealth operations and risk awareness, preparing you for increased responsibilities over time.