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Wealth Management Client Liaison & Onboarding Pro

$27.4 - $33.65 per hour

Citizens Financial Group

Citizens Financial Group seeks an Investment Assistant II in New Haven, CT, to support Wealth Advisors by enhancing client relationships and maximizing revenue. The role offers comprehensive training for licensure and requires strong customer service skills, multitasking ability, and adherence to securities regulations. This full-time position includes a salary range of $27.40-$33.65/hour, alongside competitive benefits such as medical coverage, retirement options, and paid time off. Join us to contribute positively to our clients' financial journeys. #J-18808-Ljbffr Citizens Financial Group

Vacancy posted 1 day ago
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