Citizens Bank Brokerage Services Contact Center Specialist in Riverside, Rhode Island


As a Brokerage Services Contact Center Specialist - you will provide world class customer service experience to our Wealth Management clients specifically in the areas of equity, fixed income, managed money, structured products, annuities, insurance, and mutual funds. This includes research, review and resolution of all incoming call requests and work item review.You will collaborate with our Financial Consultants as well as other departments to ensure prompt and accurate resolution to all customer contact center phone requests and inquiries. Emphasis on high quality interactions and a customer first culture are the focus.


Qualifications:Financial service background, strongly preferredPrevious experience in a contact center environment, preferredFINRA Licenses 7&63 required (or ability to obtain within 6 months of hire)Excellent communication and relationship building skills to enhance the customer experienceQuality Driven, Proactive, Customer Centric culture emphasizedAbility to handle complex issues, including the ability to diagnose root causes and resolve them timely and within set SLA standardsSelf-motivated attitude with a desire to succeed Desire to learn about the financial services industry and build upon knowledge gained to promote our company Ability to Problem solve customer issues efficiently and effectivelyAbility to prioritize requests in a fast-paced work environmentFlexible team player and ability to adapt to a consistently changing environment Details:Hours per Week: 40Work Schedule: Monday-Friday 9:30AM-6:00PMWhy Work with UsAt 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 and Opportunity Employer/Disabled/VeteranIt is the policy of Citizens Bank and Citizens Securities, Inc. 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 Opportunity & Affirmative Action Employer Disabled/VeteranCitizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.