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Wealth Ops Processor

Wealth Ops Processor

CitizensJohnston, RI, United States
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The role of Wealth Management – Wealth Ops Processor will be part of an integrated Wealth Management Operations workforce and collaborate with departments responsible for processing annuity transactions; and assisting clients with asset / 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 :

  • Processing account opening / account maintenance functions
  • Handling all asset / money movement transactions
  • Processing all physical and remote check deposits, as well as stock / bond certificates
  • Incoming mail handling and repository filing
  • Ensuring prompt, accurate and timely resolution of all requests and inquiries, including phone correspondence
  • Field a variety of incoming Financial Advisor calls with a passion to deliver high quality solutions for our customers
  • Gain deeper knowledge and understanding of Wealth Management Investment products (Stocks, Bonds, Mutual Funds, Annuities) to handle customer inquiries with increasing complexity

Minimum Requirements :

  • Minimum of 1 year or more of bank / financial services customer service-related experience.
  • Demonstrated work history of strong attention to detail.
  • Demonstrated strong interpersonal, verbal, and written communication skills.
  • Proven ability for positive and customer-focused mindset.
  • Proven ability to be successful and adapt to a fast-paced, multi-dimensional work environment using strong time management skills.
  • Proven ability to successfully analyze, problem solve and make decisions independently.
  • Possess goal oriented professional approach with an interest in Wealth Management and Investment Products.
  • Completed high school degree or GED equivalent.

    • Preferred Requirements :

  • Securities Licenses such as SIE, Series 7 or Series 63 highly preferred.
  • Demonstrated successful stable work history.
  • Completed associates and / or bachelors college degree preferred

    • Hours & Work Schedule :

  • Hours per Week : 40
  • Work Schedule : o M-F : 8 : 30 AM ET - 5 : 00 PM ET; Occasional OT Optionalo100% in office. Once fully trained and performing at high level potential for 1 day WFH every week.

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    Wealth Ops Processor • Johnston, RI, United States