Wealth Management Investment Assistant II
Job in
Brockton, Plymouth County, Massachusetts, 02411, USA
Listed on 2026-07-19
Listing for:
Citizens Bank
Part Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Citizens Securities, Inc. is seeking an Investment Assistant II to support Wealth Advisors by handling client onboarding, service requests, and meeting preparation in a fast-paced environment.
You will manage CRM, schedule client appointments, process cases, and ensure compliance with FINRA and state regulations while contributing to revenue through proactive client service and coordinated prospecting efforts. Travel within the geographic area may be required.
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