Job Description

Description

The Private Wealth Operations, Retirement and Custody Services Administrator is responsible for various support functions for Retirement and Custody Services Associates and Relationship Managers. They support the client facing team members with payment processing, pricing, researching inquiries and distributing materials, meeting coordination and operational reporting.

* Provide support in various areas including reporting and prospecting materials, payment processing, pricing and communications. May also provide various reconciliation or reporting functions. Maintain accurate processing of all client transactions in conjunction with the client facing team.
* Responsible for a variety of cash movement activities. As a key part of the relationship management team, they are directly engaged with client facing colleagues to ensure the proper setup and administration of accounts.
* Allow for client service standards to be maintained at high levels and provide for essential business development activities. As a key part of the client service team at CCPW, they are essential to our provision of completely satisfying client experience. Occasionally, interacting directly with clients.
* Support new business onboarding by coordinating with operations groups and service providers to ensure new assets are received properly and client documentation is fully recorded.

Qualifications

The PWM Retirement and Custody Services Administrator have a primary responsibility to assist client facing team members with the day to day management of the client book of business. They work along with the Relationship Managers and Associates to resolve daily client needs.

* Experience with payment processing and other client transactions as part of the posting, review and reconciliation process.
* Knowledge of ERISA, retirement plan payments, custody account transactions, and 401(k) client activities preferred.
* Experience with supporting a team as resources for the sales process, development of pitch books, performance books, and other client and prospect needs. Administrators provide support to correspondence with clients on behalf of the client facing team members, and assists with pipeline activity and sales reporting.

Hours and Work Schedule

Hours per Week: 40

Work Schedule: M-F

Why Work for Us

At 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 growth.

Equal Employment Opportunity

It is the policy of Citizens to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, colleague or a dependents reproductive health decision making, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, genetic characteristic, citizenship, veteran or military status, marital or domestic partner status, family status/parenthood, victim of domestic violence, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.