Wealth Ops Specialist

Description

The role of Wealth Management – Wealth Ops 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.

Primary responsibilities include

• 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.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Required Qualifications
  • Positive and customer-focused mindset.
  • Ability to be successful and adapt to a fast-paced, multi-dimensional work environment.
  • Strong verbal and written communication skills
  • Goal oriented professional with an interest Wealth Management and Investment Product
  • Exceptional time management skills
  • Detail oriented with a strong sense of urgency
  • Ability to learn and understand various Computer Based systems – Salesforce, Mainframe, etc.
  • Securities Licenses are not a requirement.
  • SIE, Series 7 or Series 63 licensed professionals are encouraged to apply

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday through Friday

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.