Wealth Ops Processor - Cashiering

Citizens Financial Group, Inc. • Johnston, RI

53d • Onsite

About The Position

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.

Requirements

• Minimum of 1 year or more of bank/financial services customer service-related experience.
• Demonstrated work history of strong attention to detail.
• Demonstrated strong interpersonal, verbal, and written communication skills.
• Proven ability for positive and customer-focused mindset.
• Proven ability to be successful and adapt to a fast-paced, multi-dimensional work environment using strong time management skills.
• Proven ability to successfully analyze, problem solve and make decisions independently.
• Possess goal oriented professional approach with an interest in Wealth Management and Investment Products.
• Completed high school degree or GED equivalent.

Nice To Haves

• Securities Licenses such as SIE, Series 7 or Series 63 highly preferred.
• Demonstrated successful stable work history.
• Completed associates and/or bachelors college degree preferred

Responsibilities

• Processing account opening/account maintenance functions
• Handling all asset/money movement transactions
• 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 of all requests and inquiries, including phone correspondence
• Field a variety of incoming Financial Advisor calls with a passion to deliver high quality solutions for our customers
• Gain deeper knowledge and understanding of Wealth Management Investment products (Stocks, Bonds, Mutual Funds, Annuities) to handle customer inquiries with increasing complexity

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Management of Companies and Enterprises
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees