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CSI Research Specialist

Wealth and Asset Management

Johnston, Rhode Island

Description

Citizens Securities is responsible for providing a complete line of investment/insurance products and functionality to our Financial Advisors and clients. The primary role of a CSI Research Specialist is to perform all aspects related to the operational needs of the broker dealer, while providing world class customer service. 

Primary Responsibilities include:

  • Handling all money movement transactions (bank payments, checks, wires, account journals, internal/external transfers) 
  • Processing all physical and remote check deposits, as well as stock/bond certificates 
  • Incoming mail handling and repository filing 
  • Ensuring prompt, accurate and timely resolution to all requests and inquiries including phone correspondence  

Required Qualifications:

  • Minimum of 1 year or more of bank/financial services and/or customer service related experience  
  • Demonstrated history of strong attention to detail
  • Demonstrated ability to work in a fast paced, team environment with multiple priorities in a collaborative manner
  • Demonstrated strong interpersonal, verbal and written communication skills 

Preferred Qualifications:

  • Proven past ability to successfully analyze, problem solve, and make decisions independently 
  • Possess ability and willingness to adapt to an ever-changing work environment 
  • FINRA SIE, Series 7 and/or 63 or 66 licenses 
  • Demonstrated past job history stability strongly preferred 

Hours & Work Schedule:

  • Hours per Week: 40 
  • Work Schedule: Monday-Friday, 8:30 AM - 5:00 PM ET      OR  8:00 AM ET - 4:30 PM ET

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

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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

2024

Disability Equality Index Best Places to Work for People with Disabilities

2024

Fair360 Top Regional Company

2024

FORTUNE’s World’s Most Admired Companies

2024

Human Rights Campaign Corporate Equality Index 100 Award

2024

Military Friendly® Employer

2023

Age-Friendly Institute's Certified Age-Friendly Employer

2023

Bloomberg Gender Equality Index, Standout

2023

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

2023

Forbes America's Best Large Employers

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