Investment Assistant II: Client Liaison & Growth Support

Citizens Bank

Citizens Bank is hiring an Investment Assistant II to support Wealth Advisors in Brookline, Massachusetts. In this role, you will facilitate client relations and manage new account openings while collaborating with various internal departments. The ideal candidate has a high school diploma or GED with at least 3 years of financial experience. Responsibilities include managing client appointments, supporting audits, and proficiency in Microsoft Office and Salesforce. The position offers competitive pay and comprehensive benefits. #J-18808-Ljbffr Citizens Bank

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Vacancy posted 6 hours ago

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