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Brokerage Client Service Specialist

Citizens Bank

Citizens Bank

Customer Service
Rhode Island, USA
Posted on Tuesday, June 25, 2024

Job 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 – Brokerage Client Service Specialist provides candidates with an introduction into the world of Investments Products via the delivery of world class customer service experience in our Contact Center.

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


  • 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 – Salesforce, Mainframe, etc.

Education, Certifications and/or Other Professional Credentials

  • Securities Licenses are not a requirement
  • SIE, Series 7 or Series 63 licensed professionals are encouraged to apply

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: 8am to 5pm, Monday through Friday