Wealth Management Assistant II: Client Liaison & Onboarding
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-18
Listing for:
Citizens Bank
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant -
Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant
Job Description & How to Apply Below
Citizens Bank is seeking an Investment Assistant II in Boston, MA. This role involves serving as a liaison between clients and Wealth Advisors, managing client service requests, and ensuring compliance with regulations.
The ideal candidate will have 3+ years of financial services experience, strong communication skills, and proficiency in Microsoft Office. The salary range is $25 - $26.50 per hour, with additional incentive opportunities.
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