Wealth Management Assistant — Client Onboarding & Liaison
Citizens Bank
Citizens Securities, Inc. is seeking an Investment Assistant II to support Wealth Advisors in wealth management. You will assist with client onboarding, scheduling, and processing, while ensuring accuracy and regulatory compliance. You will manage CRM and pipelines, coordinate client communications, and may participate in marketing activities and seminars. Travel within the assigned area may be required. #J-18808-Ljbffr Citizens Bank
Vacancy posted 6 days ago
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