Wealth Operations Data Associate

The Wealth Operations Data Associate is a hybrid role designed for individuals eager to grow in both financial operations and data analytics. As part of the integrated Wealth Management Operations team, you will support account processing, asset/money movement, and client servicing, while also using the fundamentals of data analysis to support strategic decision-making.  

 

This role offers a unique opportunity to gain hands-on experience with investment operations and use technical skills in data management, reporting, and insights generation. You will collaborate with Financial Advisors, Sales Assistants, Risk Management, Compliance, and the Enterprise Data & Analytics team to ensure operational excellence and data integrity.

 

Primary Responsibilities

Data Analysis

• Perform exploratory data analysis to identify trends, patterns, and insights
• Familiarize yourself with business systems, processes, and customer data to support team requests
• Write and optimize SQL queries for data extraction, transformation, and loading (ETL)
• Assist with data cleaning and validation to ensure accuracy and consistency across platforms
• Analyze large datasets to identify book moves and submit updates to vendors
• Communicate findings clearly to both technical and non-technical stakeholders

 

Compliance & Risk

• Ensure all activities comply with internal policies and external regulations
• Monitor data integrity and recommend improvements to reduce risk
• Validate that corrected data meets company standards and business rules

 

Qualifications

Required

• High school diploma or equivalent (GED)
• Minimum 1 year of experience in banking and financial services
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced, team-oriented environment
• Excellent interpersonal, verbal, and written communication skills
• Basic understanding of data analysis concepts and tools (e.g., Excel, SQL)
• Willingness to learn and adapt to various computer-based systems (e.g., Salesforce, NFS, Microsoft Office)

 

Preferred

• Experience with data tools such as Tableau, Python, or SQL
• Knowledge of financial services regulations and investment products
• FINRA SIE, Series 7, and/or 63 or 66 licenses
• Demonstrated job stability 
• Interest in Wealth Management

 

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule:
  • Monday–Friday, 8:30 AM – 5:00 PM ET
  • 100% in-office until fully trained and performing at a high level, with potential for a hybrid schedule thereafter

 

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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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

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