Retirement Services Process Improvement Analyst

Citizens

Johnston (RI)

On-site

USD 3,376,000 - 4,636,000

Full time

43 hours ago
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Job summary

Citizens is seeking a Servicing Ops Analyst to support day-to-day processing in Retirement Services and lead digitization and modernization efforts. The role demands handling complex topics in a fast-paced environment while ensuring regulatory compliance and accurate recordkeeping.

You will engage cross-functionally to drive improvements, manage processing workflows, and provide timely updates to inquiries about retirement accounts.

Qualifications

  • 3+ years of work experience.
  • Banking/Banking Operations experience preferred.
  • Process re-engineering experience preferred.
  • IRA experience preferred.
  • Ability to work fast paced and complete repetitive tasks accurately and timely.
  • Strong written and verbal communication skills.

Responsibilities

  • Performs advanced clerical operations that are routine and/or repetitive in a fast-paced environment.
  • Problem solves and drives continuous improvement re-engineering and modernization efforts.
  • Utilizes methods, procedures and knowledge of the business unit's product(s) and application(s) to process requests and drive improvements.
  • Researches and responds to inquiries related to retirement accounts and provides timely updates on processing status.
  • Ensures all transactions are compliant with applicable laws, regulations, and documented procedures.
  • Maintains accurate, detailed records and documentation related to communications and the processing of retirement accounts.
  • Works closely with other departments, including legal, OOC, and branches to facilitate efficient processing and drive improvements.

Skills

Attention to detail
Problem solving
Customer service

Education

High School or equivalent
Associate degree preferred

Tools

Outlook
Excel
Word

Job description

Citizens is seeking a Servicing Ops Analyst to support day-to-day processing in Retirement Services and lead digitization and modernization efforts. The role demands handling complex topics in a fast-paced environment while ensuring regulatory compliance and accurate recordkeeping.

You will engage cross-functionally to drive improvements, manage processing workflows, and provide timely updates to inquiries about retirement accounts.

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