Citizens
Builtin · Indexed 2026-05-29
CSI Investment Assistant II - Marlton, NJ
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Indexed description
Citizens CSI Investment Assistant II - Marlton, NJ Reposted 8 Hours AgoSaved In-Office 2 Locations 27-34 Hourly Mid level 27-34 Hourly Mid levelDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationThe Investment Assistant II supports Financial Advisors by managing client relations, onboarding, service requests, scheduling, and compliance with regulations while ensuring operational efficiency and participation in marketing efforts.Top Skills: MS OfficeSalesforce
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