CSI Investment Assistant II

Citizens CSI Investment Assistant II 2 Hours AgoSaved In-Office or Remote 2 Locations 27-34 Hourly Mid level 27-34 Hourly Mid levelDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationSupports Wealth Advisors by managing client service requests, onboarding and new account opening, appointment scheduling, workflow cases, CRM and pipeline updates, funding follow-through, audit preparation, and operational coordination. The role may also support prospecting, telemarketing, referrals, client seminars, and sales activity reporting while maintaining compliance with securities regulations. Travel within the assigned geographic area may be required.Top Skills: CRMMS OfficeSalesforce