Wealth Management Assistant II — Client Liaison & Onboarding
Citizens
A leading investment services provider in Marlton is seeking an Investment Assistant II. This role focuses on supporting Financial Advisors, managing client interactions, and ensuring compliance with regulations. Candidates should have at least 3 years of experience in financial services and strong communication skills. The position offers competitive hourly pay and comprehensive benefits, including flexible work arrangements and wellness programs. #J-18808-Ljbffr Citizens
Vacancy posted 3 days ago
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