Wealth Ops Processor

Description

The role of Wealth Management – Wealth Ops Processor will be part of an integrated Wealth Management Operations workforce and collaborate with departments responsible for processing annuity transactions; and assisting clients with asset/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:

Minimum Requirements:

Preferred Requirements:

Hours & Work Schedule:

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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.