Private Wealth Client Services Specialist Job at Citizens Bank, Charlotte, NC

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  • Citizens Bank
  • Charlotte, NC

Job Description

A leading financial institution in Charlotte, NC is seeking a Private Wealth Service and Support Specialist. This role involves providing exceptional processing and servicing while engaging with private wealth clients and colleagues. Responsibilities include managing complex investment transactions and enhancing customer experiences through effective problem resolution. Candidates should possess Series 7 and 63/66 licenses, along with at least 5 years of experience in financial services. Competitive work environment with opportunities for professional growth. #J-18808-Ljbffr

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