Citizens Bank - New York, NY
posted 5 days ago
As a Private Wealth Management - Transitions Operations Specialist at Citizens Private Wealth, you will play a vital role in the onboarding process of newly recruited Wealth Advisor teams. This position requires managing the detailed end-to-end transition of new colleagues and their books of business, ensuring a smooth and efficient onboarding experience while addressing unique team needs. The role demands a proactive approach in a fast-paced environment, focusing on client needs and contributing to the overall success of the team.