Description

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.

The Project Specialists are responsible for reviewing investment client files from branches within our footprint. The Project Specialists will be responsible for a variety of data entry duties, which include file review, quality control and scanning.

Primary responsibilities include:

• Sorting and compiling documents for data entry
• Quality control check review
• Reviewing and scanning client files
• Completing operational risk management activities such as:
  • Record retention
  • Procedural governance
  • Compliance training
• Participate in monthly branch file moves
• Packing and shipment of client files to our data storage partner

Qualifications:

• Strong communication skills
• Attention to detail and strong organizational/time management skills
• Ability to work independently and as part of a team
• Ability to work in a fast-paced environment managing multiple priorities and perform in a deadline driven environment
• Reporting and Analytics
• Salesforce experience
• Document scanning experience preferred
• Proficient in Microsoft Office Excel, Word, Teams and PowerPoint
• Associate degree/Bachelor's Degree preferred
• Lifting to 30lbs independently

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F 8:00am-4:30pm

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

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