Wealth Management Assistant — Client Onboarding & Liaison
Job in
Somerville, Middlesex County, Massachusetts, 02145, USA
Listed on 2026-09-09
Listing for:
Citizens Bank
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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.
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