Senior Trust Operations Specialist

Description

The Wealth Management Operations team services high net worth clients across platforms including Clarfeld’s fully disclosed platform, and the legacy Citizens Wealth Management fiduciary business. The team is responsible for critical financial operations such as money movements, asset transfers, fee collection, and corporate actions.

We are seeking a Senior Trust Operations Specialist to join our Johnston-based team. This role is pivotal in supporting fee-related activities and broader financial operations. It will support the 

Primary responsibilities include

• Research, analyze, and verify fee transactions; apply necessary adjustments to customer accounts.
• Resolve discrepancies and respond to customer inquiries accurately and efficiently.
• Prepare and monitor reports to forecast fee revenue.
• Manage fee collection activities, including setup and maintenance of fee schedules for new and existing accounts.
• Perform regular and ad hoc reporting on fee collection metrics.
• Review and validate client invoices; collaborate with internal teams to ensure accuracy.
• Respond to requests from shared inboxes and manage tasks via Microsoft Teams.
• Conduct research and support special projects, such as historical fee analysis.
• Crosstrain in other operational areas, including money movements and asset transfers.
• Ensure all tasks are completed with accuracy and timeliness, maintaining a client-first approach.

Qualifications, Education, Certifications and/or Other Professional Credentials

Required Qualifications

• 3+ years of experience in financial operations, trust services, or private wealth.
• Experience with InnoTrust, Fidelity, Schwab, and accounting systems.
• Proficiency in Microsoft Office Suite, especially Excel, Word SharePoint, and familiarity with custodian websites.
• Ability to manage time effectively, prioritize tasks, and work independently.
• Excellent attention to detail and commitment to accuracy.
• Strong communication skills and ability to collaborate with internal stakeholders.
• Proven experience in back-office operations, including account processing, settlements, and fee processing
• Excellent written and verbal communication skills, including documentation and training development
• Strong project management and organizational skills, with the ability to manage multiple priorities 
• Professional demeanor and ability to handle sensitive financial data with discretion.
• Dependable and focused, with a strong sense of responsibility.

Preferred Qualifications

• Bachelor’s degree in business administration, Finance, Operations Management, or a related field
• Team-oriented with a flexible and proactive approach.
• Eagerness to learn and grow within the organization.
• The preferred candidate would possess the following competencies: operational excellence, technical proficiency, client-centric mindset, team collaboration, initiative and independence, adaptability and flexibility, and time management and prioritization.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

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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.