Wealth Management Investment Assistant II

Citizens Bank

A financial services provider is hiring an Investment Assistant II in Cheltenham Township, PA. This role involves supporting Financial Advisors, managing client onboarding and appointment scheduling, while ensuring compliance with relevant regulations. Candidates should have a high school diploma with 3+ years in financial services and possess at least 2 relevant licenses. Strong communication skills and the ability to multitask are essential. The position offers regular working hours, Monday to Friday. #J-18808-Ljbffr Citizens Bank

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Vacancy posted 3 days ago

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