Citizens
Builtin · Indexed 2026-05-28
CSI Investment Assistant II - Elkins Park, PA
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Indexed description
Citizens CSI Investment Assistant II - Elkins Park, PA Reposted YesterdaySaved In-Office 2 Locations Mid level Mid levelDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationThe Investment Assistant II supports Financial Advisors by managing client onboarding, service requests, appointment scheduling, and ensuring compliance with regulations. Responsibilities include collaboration with internal departments and contributing to marketing efforts for client relationship building.Top Skills: MS OfficeSalesforce
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