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Wealth Management Operations Associate
Job in
New Haven, New Haven County, Connecticut, 06540, USA
Listed on 2026-06-03
Listing for:
Citizens Financial Group
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Services, Banking & Finance
Job Description & How to Apply Below
Citizens Financial Group is seeking an Investment Assistant II to enhance Wealth Management operations. This role involves supporting Wealth Advisors by managing client contacts, onboarding processes, and compliance with FINRA regulations.
Successful candidates should possess a high school diploma with relevant experience in financial services and the ability to obtain necessary licenses. This full-time position requires excellent communication skills and the capacity to thrive in a fast-paced environment.
Join us to make a difference in clients' financial goals!
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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