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Citizens Builtin · Indexed 2026-09-14

Priv Wealth Service & Support Specialist -Charlotte, NC or Johnston, RI

Support Specialist -Charlotte, Oregon, United States

Senior level Builtin
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Indexed description

Citizens Priv Wealth Service & Support Specialist -Charlotte, NC or Johnston, RI 58 Minutes AgoSaved In-Office 2 Locations Senior level Senior levelDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationProvides operational and client-service support for Private Wealth accounts, including transaction processing, account opening and maintenance, money and asset movement, trade and fee processing, inquiry resolution, and discrepancy research. The role requires licensed financial-services experience, strong attention to detail, risk awareness, regulatory adherence, and collaboration with Wealth Managers and internal teams. It is primarily office-based during training, with potential hybrid work based on performance and approval.

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