Priv Wealth Service & Support Specialist -Charlotte, NC or Johnston, RI
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.
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search