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Wealth Trade Desk Specialist - Client Service & Execution
Job in
Johnston, Providence County, Rhode Island, 02919, USA
Listed on 2026-06-13
Listing for:
Citizens
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services
Job Description & How to Apply Below
Citizens in Johnston, Rhode Island, is seeking a Trade Desk Specialist to provide top-notch service in trade entry and execution. Responsibilities include monitoring managed accounts, coordinating with financial advisors, and ensuring regulatory compliance while maintaining a detail-oriented approach.
The ideal candidate will possess a FINRA Series 7 certification and have at least 3 years of experience in Wealth Management Operations. You'll be joining a supportive, customer-centric culture dedicated to your professional growth.
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