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Operations Specialist
Citizens Bank
Johnston, RI, United States
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Description
This position will allow you to work with internal and external partners to ensure moderate to complex broker/dealer operations functions are completed in an accurate and timely manner.
Primary responsibilities include:
• Process Annuity and Insurance applications accurately and efficiently
• Process Transfer of Asset requests (ACAT and non-ACAT) accurately and efficiently
• Partner with sales colleagues to ensure the best possible client experience
• Responsible for maintaining strong relationships with internal and external partners to understand business needs
• Responsible for daily review and processing of operations requests
• Assist Management with issue resolution as needed
• Other operational activities as necessary
Qualifications
Required Skills/Experience:
• 1-3 years of experience in a broker-dealer, banking, financial institution or similar experience
• Good understanding of the financial services industry, including operational processes, products, and services
• Ability to multi-task in a high paced environment
• Excellent communication skills
• Proven problem solving, decision making, and critical thinking skills
• Critical attention to detail and data accuracy
• Solid technology skills; proficient in Microsoft Office applications
• Ability to work independently with little direction and also collaboratively as a team
• Bachelors degree preferred
• FINRA Series 7 & 63 preferred but not required
Hours & Work Schedule
Hours per Week: 40
Work Schedule: 8-5
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity
It is the policy of Citizens Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.