As 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 include
- Collaborate with Transition Manager to define plan to onboard experienced Wealth Manager teams
- Shepherds the end-to-end onboarding process for newly acquired clients (Account Opening)
- Works to organize technology, systems, and tools prior to day one onboarding
- Act as a resource on firm policies and procedures
Qualifications, Education, Certifications and / or Other Professional Credentials
- Solid organizational skills
- Strong communication and presentation experience
- Excellent client service skills
- Ability to effectively collaborate with multiple internal teams
- Ability 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 environment
- Works well in a fast-paced environment and can proactively recognize and anticipate client needs
- Demonstrate proactive follow-up and follow through on a task from start to finish
- Series 7 and 66, preferred
- Minimum 5+ years of Financial Industry experience, preferred
- Knowledge of federal (FINRA) and state (Insurance) requirements, preferred
- Wealth Management sales support or middle office operations, preferred
- Demonstrated and relevant brokerage Operational Experience, preferred
- An understanding of CSI Operational processes, policies, and procedures, preferred
Hours & Work Schedule
- Hours per Week : 40
- Work Schedule : Monday - Friday
Pay Transparency
The 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 .
Private Wealth - Transition Operations Specialist
As a Transition Operations Specialist at Citizens Private Wealth, you will be a crucial part of a newly recruited Wealth Advisor(s) teams. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for ...
Private Wealth - Transition Operations Specialist
As a Transition Operations Specialist at Citizens Private Wealth, you will be a crucial part of a newly recruited Wealth Advisor(s) teams. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for ...
Private Wealth - Transition Operations Specialist
As a Transition Operations Specialist at Citizens Private Wealth, you will be a crucial part of a newly recruited Wealth Advisor(s) teams. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for ...
Private Wealth - Transition Operations Specialist
As a Transition Operations Specialist at Citizens Private Wealth, you will be a crucial part of a newly recruited Wealth Advisor(s) teams. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for ...
Private Wealth - Transition Operations Specialist
As a Transition Operations Specialist at Citizens Private Wealth, you will be a crucial part of a newly recruited Wealth Advisor(s) teams. 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. C...
Private Wealth - Transition Operations Specialist
Private Wealth - Transition Operations Specialist. ...
Private Wealth - Transition Operations Specialist
As a Transition Operations Specialist at Citizens Private Wealth, you will be a crucial part of a newly recruited Wealth Advisor(s) teams. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for ...
Private Wealth - Transition Operations Specialist
As a Transition Operations Specialist at Citizens Private Wealth, you will be a crucial part of a newly recruited Wealth Advisor(s) teams. Private Wealth - Transition Operations Specialist. Citizens, its parent, subsidiaries, and relatedpanies (Citizens) provide equal employment and advancement oppo...
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