Wealth Ops Processor - New Accounts

Citizens•Johnston, RI

3d•Onsite

About The Position

The role of Wealth Management – Wealth Ops Processor allows experienced Wealth Ops processing colleagues the opportunity to broaden their knowledge of the industry through close partnership with other Operations departments. Candidates will be cross trained in other Wealth Operations functions. With a more versatile skill set, Wealth Ops Sr. Processors provide additional Operational support on more complex cases and inquiries.

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.
Demonstrated successful stable work history.
Completed associates and/or bachelors college degree.

Responsibilities

Processing account opening/account maintenance functions
Incoming returned mail handling
Review documentation to determine the paperwork and information is in good order
Ensuring prompt, accurate and timely resolution of all requests and inquiries, including phone correspondence
Reach out to field advisors and/or clients for clarifications as needed
Gain deeper knowledge and understanding of Wealth Management Investment products (Stocks, Bonds, Mutual Funds, Annuities) to handle customer inquiries with increasing complexity

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