Private WM Transition Operations Specialist

$69,992 - $95,992/Yr

Citizens Bank - West Palm Beach, FL

Full-time - Mid Level

West Palm Beach, FL

Credit Intermediation and Related Activities

About the position

The Private WM Transition Operations Specialist at Citizens Private Bank plays a vital role in the onboarding process of newly recruited Wealth Advisory teams. This position is responsible for managing the detailed end-to-end transition of new colleagues and their client portfolios, ensuring a smooth integration into the firm. The specialist will work in a fast-paced environment, focusing on client needs and contributing to the overall success of the team.

Responsibilities

• Collaborate with Transition Manager to define plan to onboard experienced Wealth Manager Advisory teams
• Shepherd the end-to-end onboarding process for newly acquired clients and assets (Account Opening & Transfers)
• Organize technology, systems, and tools prior to day one onboarding
• Act as a resource on firm policies and procedures
• Maintain/manage organized data on workflow submissions and cases
• Serve as a liaison for the wealth manager teams and the various business units within the firm
• Respond to daily inquiries and ad-hoc requests for clients and ensure timely solutions and deliverables

Requirements

• Bachelor's degree in Finance or related field, preferred
• Strong professional communication and presentation skills
• Excellent client service and collaboration skills
• Ability to travel domestically, up to 75%
• Proven ability to be a self-starter and work independently in a high-pressure environment
• Demonstrate proactive follow-up and follow through on tasks
• FINRA Series 7 and 66, strongly preferred
• Minimum 2-5 years of Financial Industry experience, Wealth management and/or brokerage operations

Nice-to-haves

• Experience in Wealth Management sales support or middle office operations, strongly preferred
• Demonstrated and relevant brokerage Operational Experience, preferred
• An understanding of CSI Operational processes, policies, and procedures, preferred

Benefits

• Competitive pay
• Comprehensive medical, dental and vision coverage
• Retirement benefits
• Maternity/paternity leave
• Flexible work arrangements
• Education reimbursement
• Wellness programs
• Paid time off policy exceeds mandatory requirements