Location: New York,NY, USA
DescriptionAs a Transition Operations Specialist at Citizens Private Wealth, you will be a crucial part of a newly recruited Wealth Advisor(s) teams. The individual manages the detailed end to end transition of the new colleagues and their books of business, operating with both speed and attention to detail. The operations specialist understands the overall process, as well as the individual steps, and can problem solve to address unique needs of a particular team. This role provides an opportunity to work in a fast-paced environment, anticipate client needs, and contribute to the success of the team.Primary responsibilities includeCollaborate with Transition Manager to define plan to onboard experienced Wealth Manager teamsShepherds the end-to-end onboarding process for newly acquired clients (Account Opening)Works to organize technology, systems, and tools prior to day one onboardingAct as a resource on firm policies and proceduresQualifications, Education, Certifications and/or Other Professional CredentialsSolid organizational skillsStrong communication and presentation experienceExcellent client service skillsAbility to effectively collaborate with multiple internal teamsAbility to travel domestically, up to 75%, and for extended periods of time is required (likely to CA, FL, BOS, NY)Proven ability to be a self-starter and work independently in a high-pressure environmentWorks well in a fast-paced environment and can proactively recognize and anticipate client needsDemonstrate proactive follow-up and follow through on a task from start to finishSeries 7 and 66, preferredMinimum 5+ years of Financial Industry experience, preferredKnowledge of federal (FINRA) and state (Insurance) requirements, preferredWealth Management sales support or middle office operations, preferredDemonstrated and relevant brokerage Operational Experience, preferredAn understanding of CSI Operational processes, policies, and procedures, preferredHours & Work ScheduleHours per Week: 40Work Schedule: Monday - FridayPay TransparencyThe salary range for this position is $35.10 - $43.50 per hour with eligibility to earn an annual discretionary incentive. Overtime and some travel is required. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.Equal Employment OpportunityAt Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague s or a dependent s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.Equal Employment and Opportunity EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.Why Work for 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 growthBackground CheckAny offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.07/26/2024