Wealth Ops Specialist Client Solutions
Job in
Johnston, Providence County, Rhode Island, 02919, USA
Listed on 2026-03-05
Listing for:
Citizens
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services company in Johnston, Rhode Island seeks a Wealth Management – Wealth Ops Specialist in the Contact Center.
This role offers an introduction to Investments Products while delivering exceptional customer service. Candidates will collaborate with internal teams to manage brokerage accounts and assist clients with financial inquiries. Minimum one year of relevant experience is required along with strong communication skills. The position involves 40 hours per week in-office with potential for remote work after training.
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