Citizens
Builtin · Indexed 2026-06-02
CSI Investment Assistant II - Chestnut Hill, MA or Hartford, CT
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Indexed description
Citizens CSI Investment Assistant II - Chestnut Hill, MA or Hartford, CT Reposted YesterdaySaved In-Office 3 Locations 25-27 Hourly Junior 25-27 Hourly JuniorDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationThe Investment Assistant II supports Financial Advisors, manages client relationships, oversees onboarding processes, and ensures compliance with regulations. Responsibilities include scheduling appointments, tracking service requests, and participating in marketing initiatives.Top Skills: MS OfficeSalesforce
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