Citizens · 1 day ago
CSI Investment Assistant II
Norwood, MA
Full-time
Onsite
Mid Level
$25/hr - $26.50/hr
3+ years expCitizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their financial goals. The Investment Assistant II will work closely with Financial Advisors to maximize revenue production and handle client service requests, ensuring compliance with relevant regulations.
BankingCredit CardsFinancial ServicesFinTechRetail
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
Required
College degree in a business-related field preferred or a High School Degree/GED with a minimum 3 or more years industry experience
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 experience stability
Benefits
Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States
Company
Citizens
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.
10001+ employees
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)
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
Steve Kozek
Head of Commercial Excellence, Senior Vice President
Recent News
2026-01-22
Talk Business & Politics
2026-01-19
Company data provided by crunchbase