Wealth Management Operations & Onboarding Assistant
Listed on 2026-09-28
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Finance & Banking
Finance Assistant, Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Finance Assistant, Office Administrator/ Coordinator, Business Administration
Citizens Securities, Inc. is seeking an Investment Assistant II to support Wealth Advisors with client onboarding, servicing, and coordinating between clients and internal teams.
Training will prepare you for Series 7 and 66 exams, with ongoing support to ensure regulatory compliance and accurate account setup. You will manage client interactions, schedule meetings, and assist in marketing activities while maintaining high integrity and a collaborative approach across departments.
Step into the Wealth Management Operations & Onboarding Assistant role at Citizens in MA, United States and grow with us.
This role, Wealth Management Operations & Onboarding Assistant at Citizens, could be your next opportunity.
Are you ready to take on the Wealth Management Operations & Onboarding Assistant role at Citizens?
We would love to welcome a new Wealth Management Operations & Onboarding Assistant to our organisation in MA, United States.
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