Wealth Management Investment Assistant II - Flexible Hours
Citizens Bank
Citizens Securities, Inc. is seeking an Investment Assistant II to support Wealth Advisors by handling client onboarding, service requests, and meeting preparation in a fast-paced environment. You will manage CRM, schedule client appointments, process cases, and ensure compliance with FINRA and state regulations while contributing to revenue through proactive client service and coordinated prospecting efforts. Travel within the geographic area may be required. #J-18808-Ljbffr Citizens Bank
Vacancy posted more than 2 months ago
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