CSI Investment Assistant II - Chestnut Hill MA or Hartford CT

If you’re passionate about a career in Wealth Management Citizens Securities Inc. is hiring for the Investment Assistant II role. Citizens Securities Inc. is a high-quality investment services provider focused on helping clients reach their short- and long-term financial goals while growing market shares in the states in which we currently operate. In this position you will receive training materials coaching and dedicated time and support to successfully pass your Series 7 and 66 exams.

The Investment Assistant II works closely with the assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments promptly responding to all client service requests client appointment scheduling and preparation and audit preparation while adhering to all FINRA CCOIS CFG and state securities regulations on a daily basis. You are responsible for the new account opening process while maintaining the highest level of accuracy. You will occasionally be responsible for selected marketing activities including contacting the assigned Wealth Advisor’s book of business to solidify relationships coordinating all prospecting and follow-up efforts (telemarketing) serving as the client liaison for affiliated companies assisting in coordinating client seminars following up on referrals received from business partners and providing sales activity reporting.

Travel within assigned geographic location may be required.

Primary responsibilities include

•Serve as liaison between clients Wealth Advisor(s) and internal departments

•Complete new client onboarding and service requests for existing clients

•Schedule/confirm client appointments

•Submit cases into workflow and follow through to funding

•Manage CRM and pipeline entry

•Sustain expertise on operational processes and systems

Qualifications Education Certifications and/or Other Professional Credentials

Required Qualifications

•High School Diploma or GED with a minimum of 3+ years of relevant financial services industry ideally with wealth management experience

•Minimum of 2 of the following Life Accident & Health (LAH);  6; 7; 63; 65; and/or SIE licenses.

•Ability to  remaining 2 required licensures within a specified timeframe.

•Strong verbal and written communication skills.

•Demonstrated ability to multitask prioritize and work effectively in a fast-paced environment.

•Proven track record of collaboration and relationship-building across teams and business partners.

•High level of personal integrity initiative adaptability and openness to change.

Preferred Qualifications

•Completed Associates and/or Bachelor’s degree in a business-related field.

•Understanding of wealth management services.

•Proficiency in Microsoft Office; experience with Salesforce

•Demonstrated successful stable work history.

Hours & Work Schedule

•Hours per Week: 40

•Work Schedule: M-F

Pay Transparency

The salary range for this position is $25-$26.50/per hour plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location and relevant skills and experience. 

We offer competitive pay comprehensive medical dental and vision coverage retirement benefits maternity/paternity leave flexible work arrangements education reimbursement wellness programs and more. Note Citizens’ paid time off policy exceeds the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits visit https://jobs.citizensbank.com/benefits.

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Equal Employment Opportunity

Citizens its parent subsidiaries and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age ancestry color citizenship physical or mental disability perceived disability or history or record of a disability ethnicity gender gender identity or expression genetic information genetic characteristic marital or domestic partner status victim of domestic violence family status/parenthood medical condition military or veteran status national origin pregnancy/childbirth/lactation colleague’s or a dependent’s reproductive health decision making race religion sex sexual orientation or any other category protected by federal state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit qualifications performance and capability.

Equal Employment and Opportunity Employer

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check which may include initial credit motor vehicle record public record prior employment verification and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

What We 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. We invest in the humans who build the logic ideas and innovations that bring new technologies to life. Investments in AI cloud computing machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. 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. 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. If you're ready to advance your career in technology and security learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation

Why Work With Us

We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits plus a diverse culture of people and perspectives we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving and we believe you can too.

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