Citizens Financial Group, Inc. Johnston , RI 02919
Posted 4 days ago
Description
Citizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with $220.4 billion in assets as of March 31, 2024.Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens Securities Inc. provides an integrated experience that includes mobile and online banking, a full-service customer contact center and the convenience of approximately 3,200 ATMs and approximately 1,100 branches in 14 states and the District of Columbia.
The role of Wealth Management
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 Fund, Annuity) to handle customer inquiries with increasing complexity
Qualifications
Positive and customer-focused mindset
Ability to be successful and adapt to a fast-paced, multi-dimensional work environment
Strong listening and problem-solving abilities, persistent enthusiasm when interacting with customers
Strong verbal and written communication skills
Goal oriented professionals with an interest Wealth Management and Investment Products
Exceptional time management skills
Detail oriented with a strong sense of urgency
Ability to learn and understand various Computer Based systems
Education, Certifications and/or Other Professional Credentials
Hours & Work Schedule
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
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
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.
View Benefits
Awards We've Received
FORTUNE's World's Most Admired Companies
Human Rights Campaign Corporate Equality Index 100 Award
Military Friendly Employer
Age-Friendly Institute's Certified Age-Friendly Employer
Bloomberg Gender Equality Index, Standout
Dave Thomas Foundation's Best Adoption-Friendly Workplace
DiversityInc
Top Regional Company for Diversity
Forbes America's Best Large Employers
National Organization on Disability's Leading Disability Employer
Citizens Financial Group, Inc.