CSI Investment Assistant II - Lancaster, PA/ Philadelphia, PA

Citizens Bank
Philadelphia
Workplace: OnsiteFull timeUSD 27.4 - 33.65 hourlyFunction: Administration & Executive AssistanceExperience: 3+ yearsEducation: high_schoolSkills: ["Excellent verbal communication","Excellent written communication","Self-motivated","Organized","Detail-oriented"]

Support Wealth Advisors by serving as the primary liaison between clients, operations, and internal departments. Manage new client onboarding and service requests, schedule and confirm appointments, submit cases through the workflow to funding, and maintain CRM/pipeline entries. Prepare for audits and ensure daily compliance with securities regulations. Assist with select marketing activities, telemarketing follow-up, referrals, and seminar coordination while staying current on operational processes and systems.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Citizens Bank
Citizens Bank
2 days ago

CSI Investment Assistant II - Lancaster, PA/ Philadelphia, PA

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 53 minutes agoStatus: Live

Job Summary

Support Wealth Advisors by serving as the primary liaison between clients, operations, and internal departments. Manage new client onboarding and service requests, schedule and confirm appointments, submit cases through the workflow to funding, and maintain CRM/pipeline entries. Prepare for audits and ensure daily compliance with securities regulations. Assist with select marketing activities, telemarketing follow-up, referrals, and seminar coordination while staying current on operational processes and systems.
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 manage service requests for existing clients.
  • •Schedule/confirm client appointments and prepare for audits.
  • •Submit cases into workflow and follow through to funding.
  • •Maintain CRM and pipeline entry and sustain expertise on operational processes and systems.
Travel: Low travel

Pay and Benefits

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

Key Requirements

  • •High school degree/GED with 3+ years of industry experience, or a college degree in a business-related field preferred.
  • •A combination of Life and Health and Series 6 and/or Life and Health SIE licenses required.
  • •Must be able to obtain Series 7 and 66 within the required timeframe.
  • •Understanding of general banking and wealth management services.
  • •Proficiency in Microsoft Office; experience with Salesforce is a plus, with excellent verbal and written communication skills.
Experience:3+ years
Education:High School
Skills:Excellent verbal communicationExcellent written communicationSelf-motivatedOrganizedDetail-oriented
Licenses:Life and HealthSeries 6SIESeries 7Series 66
Tech Stack:Microsoft OfficeSalesforceCRMPipeline

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