Wealth Ops Specialist - Wealth Contact Center

About the role

The Wealth Ops Specialist – Wealth Contact Center provides an introduction to Investment Products through world‑class customer service in our Contact Center. Candidates join an integrated Investment Operations workforce, collaborating with departments that open and maintain brokerage accounts, execute trades for equity, fixed income, and mutual fund clients, and assist with money movements. The role also supports internal clients such as Financial Advisors, Sales Assistants, Risk‑Management, and Compliance to efficiently carry out day‑to‑day operations.

Primary Responsibilities

• Field a variety of incoming customer calls with a passion for delivering high‑quality solutions.
• Identify opportunities to help customers grow their assets by connecting them with a Financial Advisor to review financial needs and goals.
• Gain deeper knowledge of Wealth Management investment products (stocks, bonds, mutual funds, annuities) and handle increasingly complex customer inquiries.

Required Experience

• Minimum of 1 year of bank or financial services customer‑service experience.
• Strong attention to detail.
• Excellent interpersonal, verbal, and written communication skills.
• Positive, customer‑focused mindset.
• Ability to thrive in a fast‑paced, multi‑dimensional environment with strong time‑management skills.
• Proven ability to analyze, solve problems, and make decisions independently.
• Goal‑oriented professional approach with interest in Wealth Management and Investment Products.
• High school diploma or GED equivalent.

Preferred Experience

• Securities licenses such as SIE, Series 7, or Series 63 are highly preferred.
• Demonstrated stable work history.
• Associate’s or bachelor’s degree preferred.

Hours & Work Schedule

• Hours per week: 40
• Work schedule: Monday‑Friday, 8:30 AM ET – 5:00 PM ET; occasional overtime optional.
• Location: 100% in‑office; after full training and high performance, potential for one day per week remote work.

Why Work for Us

At Citizens, you’ll find a customer‑centric culture built around helping our customers and giving back to local communities. Joining our team means becoming part of a supportive, collaborative workforce with access to training and tools that accelerate your potential and maximize career growth.