Wealth Ops Specialist - Wealth Contact Center

Citizens Wealth Ops Specialist - Wealth Contact Center 3 Hours AgoSaved In-Office Johnston, RI, USA Junior JuniorDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationProvides customer service in a wealth management contact center, handling inquiries about investment products, brokerage accounts, trades, and money movements. Supports customers and internal partners, identifies opportunities to connect clients with Financial Advisors, and develops knowledge of stocks, bonds, mutual funds, and annuities. The role requires problem-solving, attention to detail, communication, and adaptability in a primarily office-based environment.