Wealth Ops Specialist - Wealth Contact Center

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

Description

The role of Wealth Ops Specialist- Wealth Contact Center provides candidates with an introduction into the world of Investments Products via the delivery of world class customer service experience in our Contact Center. Candidates will be part of an integrated Investment Operations workforce and collaborate with departments responsible for opening/maintaining brokerage accounts, performing trades for equity/fixed income/mutual fund clients and assisting clients with money movements. Candidates will also participate in actions to efficiently carry out day-to-day Operations by assisting internal clients including, but not limited to, Financial Advisors, Sales Assistants, Risk-Management and Compliance.

Primary Responsibilities Include

• Field a variety of incoming customer calls with a passion to deliver high quality solutions for our customers. Identify opportunities to help customers grow their assets by connecting them with a Financial Advisor to review their financial needs and goals.
• Gain deeper knowledge and understanding of Wealth Management Investment products (Stocks, Bonds, Mutual Funds, Annuities) to handle customer inquiries with increasing complexity.

Required Experience

Qualifications, Education, Certifications and/or Other Professional Credentials

• Minimum of 1 year or more of bank/financial services customer service-related experience.
• Demonstrated work history of strong attention to detail.
• Demonstrated strong interpersonal, verbal, and written communication skills.
• Proven ability for positive and customer-focused mindset.
• Proven ability to be successful and adapt to a fast-paced, multi-dimensional work environment using strong time management skills.
• Proven ability to successfully analyze, solve problems and make decisions independently.
• Possess goal oriented professional approach with an interest in Wealth Management and Investment Products.
• Completed high school degree or GED equivalent.

Preferred Experience

• Securities Licenses such as SIE, Series 7 or Series 63 highly preferred.
• Demonstrated successful stable work history.
• Completed associates and/or bachelors college degree preferred

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule:
  • M-F: 8:30 AM ET - 5:00 PM ET; Occasional OT Optional
  • 100% in office. Once fully trained and performing at high level potential for 1 day WFH every week.

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

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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Posting End Date: 10/28/2026