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CSI Broker Client Srv Spc I

Wealth and Asset Management, Customer Service and Call Center, Finance and Accounting

Johnston, Rhode Island

Req. Number: 224624

Full/Part Time: F

Shift: 1st Shift

Description

Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $192 billion in assets as of March 2022. Citizens Securities Inc. helps its customers reach their potential by listening to them and by understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens Securities provides an integrated experience that includes an expanding digital offering as well as 1200 in-person branches in 14 states in the New England, Mid-Atlantic and Midwest regions.

The role of Wealth Management – Brokerage Client Service Specialist 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.

What makes a great Candidate?

  • Positive and customer-focused mindset
  • Strong listening and problem-solving abilities, persistent enthusiasm when interacting with customers
  • Strong verbal and written communication skills
  • Goal oriented professionals with an interest Wealth Management and Investment Products
  • Exceptional time management skills
  • Detail oriented with a strong sense of urgency
  • Ability to learn and understand various Computer Based systems – Salesforce, Mainframe, etc.

What to expect in your day-to-day role?

  • 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 Fund, Annuity) to handle customer inquiries with increasing complexity
  • Satisfaction and pride in producing high quality work
  • A work culture that believes in the power of working together and supporting the unique needs and career aspirations of everyone 
  • Comprehensive training that will draw on your previous experiences and challenge you to grow
  • Observations of your recorded calls to support coaching, development, and performance.

Qualifications

  • Financial services background preferred
  • Experience in a call center environment preferred
  • Series 7 & 63 licenses preferred or the ability to acquire within 6 months
  • Problem Solving skills
  • Multi-task oriented
  • Flexible team player
  • Adapt to a constantly evolving environment

Why work with us

  • Colleague development: We offer a clear career path, in-depth training, coaching and mentoring to help you reach your potential
  • Outstanding resources: We have access to big data analytics, technology, referrals and industry-wide tools to help target and grow your client relationships
  • Commitment to community: We give back to the communities you work in and live in by volunteering and donating to charities

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more

Awards we've received

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

View Benefits

Awards We've Received

2022

Human Rights Campaign Best Places to Work for LGBTQ Equality

2021

Dave Thomas Foundation Best Adoption-friendly Workplace

2021

DiversityInc
Noteworthy Company for Diversity

2021

Military Friendly Employer

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