Citizens Bank Broker Client Service Specialist in Phoenix, Arizona


Citizens is proud to announce an exciting new opportunity as we expand our operations into the Phoenix area.

Our new Phoenix office will be supporting a groundbreaking and innovative new digital advisor investment experience. This role would be to provide the delivery of world class customer service and brokerage operations experience to our SpeciFi Digital Advisor Clients and Prospects.

You will work closely with internal departments to ensure prompt and accurate resolution to all customer requests and inquiries with emphasis on teamwork, assist Investment Advisors, Internal service and operations teams, and department managers with various service related requests.


  • Financial services background preferred

  • Experience in a call center/trading environment

  • FINRA Licenses Series 7 & 63 preferred or the ability to obtain within 6 months of hire

  • Prior experience with FBSI, Wealthscape, NFS, TOA, ACAT’s a plus.

  • Problem solving

  • Multi-tasking

  • Team player

  • Willingness to adapt to an ever-changing environment

Hours & Work Schedule

Hours per Week: 40

Work Schedule: Monday - Friday

Several shifts available during office hours of 6:00am to 6:00pm

Why Work with 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 Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Opportunity & Affirmative Action Employer Disabled/Veteran

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