CSI Investment Assistant II- Pittsburgh, PA; Detroit or Troy, MI area

Investment Assistant II

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.

The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and audit preparation while adhering to all FINRA, CCOIS, CFG and state securities regulations on a daily basis. You are responsible for the new account opening process, while maintaining the highest level of accuracy. You will occasionally be responsible for selected marketing activities including contacting the assigned Wealth Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting.

Travel within assigned geographic location may be required.

Primary responsibilities include:

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

Required Skills

• Customer Service
• Customer Support Trends
• Diversity, Equity, Inclusion, and Belonging (DEIB)
• Document and Records Management
• Issue Resolution/Escalation
• Mutual Funds
• Operational Excellence
• Sales and Trading
• Wealth Management

About Us

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.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

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.

Job Info

• Job Identification 45465
• Job Category Servicing & Operations
• Degree Level High School Graduate/GED
• Job Schedule Full time
• Job Shift 1st
• Locations 1680 Washington Road, Pittsburgh, PA, 15241, US 410 Cranberry St., Erie, PA, 16507, US 36520 Moravian Dr, Clinton Twp, MI, 48035, US 27777 Franklin Road, Southfield, MI, 48034, US 55 W Long Lake Road, Troy, MI, 48098, US
• Working Hours 40
• Career Site Category Wealth and Asset Management
• Commission Flag Commission Plus