CSI Investment Assistant II
$25/h-$26.5/h
Citizensa day ago
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OnsiteFull-timeEntry
Summary
Citizens Securities, Inc. is hiring for the Investment Assistant II role in Norwood, MA. The position focuses on supporting Financial Advisors and enhancing client service in Wealth Management.
About the Role
As an Investment Assistant II, you will work closely with Financial Advisors to maximize revenue production by serving as the primary liaison between clients and internal departments. Your responsibilities include onboarding new clients, scheduling appointments, managing service requests, and ensuring compliance with regulatory standards. You will also assist in marketing activities and maintain accurate records in the CRM system.
About You
Required:
- College degree in a business-related field preferred or a High School Degree/GED with a minimum of 3 years industry experience.
- Combination of Life and Health, Series 6, and/or Life and Health, SIE licenses required.
- Ability to obtain Series 7 and 66 licenses within a specific timeframe.
- Understanding of general banking and wealth management services.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office; experience with Salesforce is a plus.
- Self-motivated, organized, detail-oriented, and able to multitask.
Preferred:
- Demonstrated job experience stability.
- Ability to work effectively in a team environment and build strong relationships.
Benefits
- Competitive pay with an hourly rate of $25-$26.50, plus additional incentive earnings.
- Comprehensive medical, dental, and vision coverage.
- Retirement benefits and maternity/paternity leave.
- Flexible work arrangements and education reimbursement.
- Wellness programs and generous paid time off policy.
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. #MadeReady
Norwood, MA