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Citizens · 3 days ago

CSI Investment Assistant II- North Smithfield, RI

67 Eddie Dowling Highway, North Smithfield, RI, 02896, US

Full-time

Onsite

Mid Level

3+ years exp

Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their financial goals. The Investment Assistant II works closely with Financial Advisors to maximize revenue production by managing client service requests and onboarding processes.

BankingCredit CardsFinancial ServicesFinTechRetail

H1B Sponsor Likely

Responsibilities

Serve as liaison between clients, financial advisor(s), and internal departments

Complete new client onboarding and service requests for existing clients

Schedule/confirm client appointments

Submit cases into workflow and follow through to funding

Manage CRM and pipeline entry

Sustain expertise on operational processes and systems

Qualification

Series 7 licenseSeries 66 licenseWealth management knowledgeMicrosoft Office proficiencySalesforce experienceCommunication skillsSelf-motivatedDetail-orientedTeamwork

Required

A combination of Life and Health, Series 6, and/or Life and Health, SIE licenses required

Must be able to obtain Series 7 and 66 within specific timeframe required

Understanding of general banking and wealth management services

Excellent verbal and written communications skills

Proficiency in Microsoft Office; experience with Salesforce a plus

Self-motivated, organized, detail-oriented, confident and ability to multitask and prioritize

Continuously exhibits personal integrity, professional initiative, highly adaptable to change and open to new ideas

A track record of working effectively in a team environment and building strong relationships with teammates, business partners and specialists

Demonstrated job stability

Preferred

College degree in a business-related field preferred or a High School Degree/GED with a minimum 3 or more years industry experience

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees

https://www.citizensbank.com/

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)