CSI Investment Assistant II

Citizens Bank
Philadelphia
Workplace: OnsiteFull timeUSD 27.4 - 33.65 hourlyFunction: Administration & Executive AssistanceExperience: 3+ yearsEducation: high_schoolSkills: ["Communication","Teamwork","Organization","Attention to detail","Multitasking"]

Serve as the primary liaison between Wealth Advisors, clients, and internal operations—handling client service requests, scheduling and preparing appointments, and supporting audit preparation while ensuring compliance with FINRA and state securities regulations. You’ll manage new account openings, submit cases through workflow to funding, maintain CRM and pipeline entry, and support revenue growth via prospecting, referral follow-up, and selected marketing activities within your assigned geographic area.

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Citizens Bank
Citizens Bank
2 days ago

CSI Investment Assistant II

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Last checked: 7 hours agoStatus: Live

Job Summary

Serve as the primary liaison between Wealth Advisors, clients, and internal operations—handling client service requests, scheduling and preparing appointments, and supporting audit preparation while ensuring compliance with FINRA and state securities regulations. You’ll manage new account openings, submit cases through workflow to funding, maintain CRM and pipeline entry, and support revenue growth via prospecting, referral follow-up, and selected marketing activities within your assigned geographic area.
Location: Philadelphia
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Serve as liaison between clients, Wealth Advisor(s), and internal departments to respond to service requests.
  • •Complete new client onboarding and service requests for existing clients.
  • •Schedule/confirm client appointments and prepare as needed.
  • •Submit cases into workflow and follow through to funding while maintaining high accuracy.
  • •Manage CRM and pipeline entry; support revenue through prospecting, follow-up (telemarketing), referrals, and selected marketing activities.
Travel: Low travel

Pay and Benefits

Salary: USD 27.4 - 33.65 hourly
Perks:Health InsuranceDentalVisionRetirement BenefitsParental LeaveLearning BudgetWellness StipendPaid Leave

Key Requirements

  • •3+ years industry experience (or a High School Degree/GED).
  • •Life and Health, Series 6, and/or SIE licenses required.
  • •Must be able to obtain Series 7 and 66 within a required timeframe.
  • •Understanding of general banking and wealth management services.
  • •Excellent verbal and written communication skills and proficiency in Microsoft Office (Salesforce a plus).
Experience:3+ years
Education:High School
Skills:CommunicationTeamworkOrganizationAttention to detailMultitasking
Licenses:Life and HealthSeries 6SIESeries 7Series 66
Tech Stack:Microsoft OfficeSalesforceCRM

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website