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Wealth Management Assistant II: Client Liaison & Onboarding
Job in
Fall River, Bristol County, Massachusetts, 02720, USA
Listed on 2026-06-03
Listing for:
Citizens Bank
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Business Administration, Financial Advisor
Job Description & How to Apply Below
Citizens Bank is hiring for the Investment Assistant II role in Massachusetts. You will work closely with Wealth Advisors to manage client relationships and ensure seamless service. Your responsibilities include onboarding new clients, scheduling appointments, managing client requests, and supporting marketing activities.
The ideal candidate will have 3+ years in financial services, strong communication skills, and at least 2 relevant licenses. Citizens Bank offers competitive pay, comprehensive benefits, and a supportive work environment.
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