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Citizens · 1 month ago

Wealth Ops Specialist - Contact Center

One Citizens Bank Way, Johnston, RI, 02919, US

Full-time

Hybrid

Entry Level

1+ years exp

Citizens is a financial institution that provides a range of services, and they are seeking a Wealth Ops Specialist for their Contact Center. This role involves delivering exceptional customer service while assisting clients with investment products and operational tasks.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

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

Qualification

Wealth Management knowledgeCustomer service experienceSecurities LicensesProblem solvingCommunication skillsTime managementAttention to detail

Required

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, problem solve 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

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

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees