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Office Administrator/ Coordinator Business Administration

Wealth Management Assistant: Client Liaison & Onboarding

Job in Marlton, Burlington County, New Jersey, 08053, USA
Listing for: Citizens Bank
Full Time position
Listed on 2026-03-03
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider is hiring an Investment Assistant II in Marlton, NJ. This role involves maximizing revenue by liaising with clients and financial advisors. Responsibilities include onboarding new clients, managing service requests, and scheduling appointments. Required qualifications include a High School Diploma or GED with 3+ years of experience in financial services. Proficiency in Microsoft Office and relevant licenses is also necessary.

This position offers a structured schedule and growth opportunities.
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