Wealth Management Assistant II: Client Onboarding & Ops
Listed on 2026-09-30
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Finance & Banking
Finance Assistant, Wealth Management
Citizens Securities, Inc. is seeking an Investment Assistant II to support Wealth Advisors, manage onboarding for new clients, and coordinate client appointments. You will work across departments to maintain accuracy and compliance while contributing to marketing and client relationship efforts.
The role emphasizes regulatory adherence, CRM management, and timely service requests within a fast-paced environment, with travel within the assigned region as needed.
We invite applications for the Wealth Management Assistant II:
Client Onboarding & Ops position located in MA, United States.
Our team is growing, and we are hiring a Wealth Management Assistant II:
Client Onboarding & Ops in MA, United States.
This opportunity is for the Wealth Management Assistant II:
Client Onboarding & Ops role at Citizens.
We are seeking a motivated Wealth Management Assistant II:
Client Onboarding & Ops to join Citizens in MA, United States.
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