Wealth Management Assistant: Client Liaison & Onboarding
Citizens Bank
A leading financial services provider is hiring an Investment Assistant II in Marlton, NJ. This role involves maximizing revenue by liaising with clients and financial advisors. Responsibilities include onboarding new clients, managing service requests, and scheduling appointments. Required qualifications include a High School Diploma or GED with 3+ years of experience in financial services. Proficiency in Microsoft Office and relevant licenses is also necessary. This position offers a structured schedule and growth opportunities. #J-18808-Ljbffr Citizens Bank
Vacancy posted 4 days ago
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