Wealth Operations Specialist - Client Growth

Citizens; Johnston (RI); On-site; USD 42,000 - 66,000; Full time

Job summary

Citizens Wealth Ops Specialist- Wealth Contact Center is a role within Citizens that introduces clients to Investments Products and delivers world-class customer service from our contact center. You will support account opening, trades, and money movements while collaborating with advisors and risk/compliance teams.

Primary responsibilities include handling calls to help customers grow assets by connecting with a Financial Advisor and gaining deeper knowledge of stocks, bonds, mutual funds, and

Qualifications

• Minimum of 1 year in bank/financial services customer service.
• Strong attention to detail and accuracy.
• Excellent interpersonal, verbal, and written communication.
• Goal-oriented with interest in Wealth Management.

Responsibilities

• Answer a variety of incoming calls to deliver high-quality solutions.
• Develop knowledge of Wealth Management products to handle inquiries and guide customers.

Skills

Customer service

Attention to detail

Interpersonal communication

Verbal and written communication

Time management

Problem solving

Interest in Wealth Management

Education

High School Diploma or GED

Associate degree preferred

Bachelor's degree preferred

Job description

Citizens Wealth Ops Specialist- Wealth Contact Center is a role within Citizens that introduces clients to Investments Products and delivers world-class customer service from our contact center. You will support account opening, trades, and money movements while collaborating with advisors and risk/compliance teams.

Primary responsibilities include handling calls to help customers grow assets by connecting with a Financial Advisor and gaining deeper knowledge of stocks, bonds, mutual funds, and