CSI Investment Assistant II - Chestnut Hill, MA

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 share in the states in which we operate. This position includes training materials, coaching, and dedicated time and support to successfully pass the Series 7 and 66 exams. Travel within the assigned geographic location may be required. Primary responsibilities Serve as liaison between clients, Wealth Advisor(s), and internal departments Complete new client onboarding and service requests for existing clients Schedule and 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 experience, ideally with wealth management experience Minimum of 2 of the following licenses: Life, Accident & Health (LAH); Series 6; 7; 63; 65; and/or SIE Ability to obtain and maintain the two required licenses 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 associate and/or bachelor’s degree in a business-related field Understanding of wealth management services Proficiency in Microsoft Office; experience with Salesforce Demonstrated stable work history Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday–Friday Pay Transparency The salary range for this position is $25–$26.50 per hour, plus potential incentive earnings. Actual pay is based on factors including location, skills, and experience. Benefits Competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Citizens’ paid time off policy exceeds state and local requirements in many jurisdictions. For an overview of our benefits, please refer to the company benefits information. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability, ethnicity, gender, gender identity or expression, genetic information, marital status, medical condition, military or veteran status, national origin, pregnancy, or other protected statuses. Employment decisions are based on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Background Check Any offer of employment is conditioned upon successfully passing a background check, which may include credit, motor vehicle record, public record, prior employment verification, and criminal background checks. The results are reviewed based on legal requirements and the nature of the history and the offered role. Further information will be provided if an offer is extended. #J-18808-Ljbffr Citizens Bank