CSI Investment Assistant II - Chestnut Hill, MA
Citizens Bank
Boston
Workplace: OnsiteFull timeUSD 25 - 26.5 hourlyFunction: Administration & Executive AssistanceEducation: high_schoolSkills: ["Customer service","Customer support","Sales","CRM","Communication","Teamwork","Multitasking","Interpersonal skills"]Investment Assistant II in Wealth Management supports Wealth Advisor teams by coordinating client onboarding, service requests, appointments, and audit prep while ensuring compliance with FINRA and state regulations. You’ll manage CRM and pipeline, assist in marketing activities, and help coordinate client seminars and referrals, with travel within the assigned geographic location as needed.
