Citizens
Builtin · Indexed 2026-05-28
CSI Investment Assistant II - Chestnut Hill, MA
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Indexed description
Citizens CSI Investment Assistant II - Chestnut Hill, MA 4 Hours AgoSaved In-Office 2 Locations 25-27 Hourly Mid level 25-27 Hourly Mid levelDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationThe Investment Assistant II supports Wealth Advisors by handling client service requests, onboarding, appointment scheduling, and maintaining CRM systems while ensuring compliance with regulations.Top Skills: MS OfficeSalesforce
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