Wealth Management Assistant II: Client Liaison & Onboarding
Citizens Bank
Citizens Bank is hiring for the Investment Assistant II role in Massachusetts. You will work closely with Wealth Advisors to manage client relationships and ensure seamless service. Your responsibilities include onboarding new clients, scheduling appointments, managing client requests, and supporting marketing activities. The ideal candidate will have 3+ years in financial services, strong communication skills, and at least 2 relevant licenses. Citizens Bank offers competitive pay, comprehensive benefits, and a supportive work environment. #J-18808-Ljbffr Citizens Bank
Vacancy posted 3 days ago
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