Wealth Management Assistant — Client Onboarding & Liaison
Listed on 2026-09-30
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Finance & Banking
Finance Assistant, Banking & Finance -
Administrative/Clerical
Finance Assistant, Banking & Finance
Citizens Securities, Inc. is seeking an Investment Assistant II to support Wealth Advisors in wealth management. You will assist with client onboarding, scheduling, and processing, while ensuring accuracy and regulatory compliance.
You will manage CRM and pipelines, coordinate client communications, and may participate in marketing activities and seminars. Travel within the assigned area may be required.
Consider building your career as a Wealth Management Assistant — Client Onboarding & Liaison at Citizens Bank.
Join Citizens Bank and contribute to our ongoing work.
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This posting is for the Wealth Management Assistant — Client Onboarding & Liaison role at Citizens Bank, based in MA, United States.
We are looking to fill the Wealth Management Assistant — Client Onboarding & Liaison position at Citizens Bank in MA, United States.
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