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Wealth Ops Specialist - Client Support
Job in
Johnston, Providence County, Rhode Island, 02919, USA
Listed on 2026-01-13
Listing for:
Citizens
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services company is seeking a Wealth Management – Wealth Ops Specialist to deliver exceptional customer service in their Contact Center. This role requires strong communication skills and a background in financial services. Key responsibilities include fielding customer calls, assisting with brokerage accounts, and connecting clients with Financial Advisors. Ideally, candidates will hold relevant securities licenses and demonstrate a customer-focused mindset.
This position is office-based with potential for a hybrid work model after training.
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