CSI Investment Assistant II - Chestnut Hill, MA or Hartford, CT

Overview If you’re passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate. In this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. Primary Responsibilities Serve as liaison between clients, Wealth Advisor(s), and internal departments Complete new client onboarding and service requests for existing clients Schedule/confirm client appointments Submit cases into workflow and follow through to funding Manage CRM and pipeline entry Sustain expertise on operational processes and systems Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications High School Diploma or GED with a minimum of 3+ years of relevant financial services industry ideally with wealth management experience Minimum of 2 of the following Life, Accident, & Health (LAH); 6; 7; 63; 65; and/or SIE licenses. Ability to remaining 2 required licensures within a specified timeframe. Strong verbal and written communication skills. Demonstrated ability to multitask, prioritize, and work effectively in a fast-paced environment. Proven track record of collaboration and relationship-building across teams and business partners. High level of personal integrity, initiative, adaptability, and openness to change. Preferred Qualifications Completed Associates and/or Bachelor’s degree in a business‑related field. Understanding of wealth management services. Proficiency in Microsoft Office; experience with Salesforce Demonstrated successful stable work history. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F Pay Transparency The salary range for this position is $25-$26.50 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of every local and state jurisdiction in the United States. Travel Travel within assigned geographic location may be required. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Equal Employment Opportunity 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. #J-18808-Ljbffr Citizens