Wealth Infrastructure Specialist – Business Analyst

Citizens•Johnston, RI

4d•Hybrid

About The Position

As the Business Analyst, you will support Wealth Management business lines by managing day‑to‑day technology support requests from internal clients. This junior‑level role focuses on delivering responsive customer service, resolving routine technical issues, and escalating more complex matters as needed. Responsibilities include maintaining documentation, assisting with basic technology processes, and collaborating with team members to ensure smooth operational support.

Requirements

2+ years of relevant experience in a technology support, service desk, operations, or administrative support role
Proficiency with Office 365 applications
Strong attention to detail and reliable follow through on tasks
Ability to work independently on routine tasks with appropriate guidance for more complex issues
Effective collaboration skills and willingness to learn from team members
Strong problem-solving skills for standard technical issues
Ability to manage time and prioritize multiple requests in a fast-paced environment
Strong interpersonal skills and the ability to build positive working relationships
Self-motivated with the ability to seek out information and ask questions when guidance is needed
General understanding of technology support concepts, including user access, hardware and software basics, and application troubleshooting
Ability to be agile and open to learning new concepts/systems quickly

Nice To Haves

Familiarity with ticketing systems such as Jira, ServiceNow, or similar platforms
Interest in continuous learning, process improvement, and gaining broader technical knowledge
Demonstrated past job stability

Responsibilities

Serve as a primary point of contact for internal client technology requests, ensuring timely and professional resolution.
Troubleshoot and resolve routine technical issues; identify when escalation to senior team members is required.
Assist with onboarding and supporting standard Wealth Infrastructure Technology tools and applications.
Maintain and update standard operating procedures and knowledge base articles under team guidance.
Communicate clearly and professionally with internal clients, peers, and partners through email, chat, and meetings.
Manage assigned tickets and tasks within established service level agreements and deadlines.
Coordinate with internal teams and external vendors to support issue resolution and operational activities.
Identify opportunities for small-scale process improvements and efficiency enhancements in daily workflows.
Support risk awareness by following established procedures and assisting with documentation related to operational and compliance requirements.
Assist senior team members and management with ongoing projects, reporting, and ad hoc support needs.