Investment Assistant II - Licensed

Citizens Bank • Woodbridge Township, NJ

403d

About The Position

The Investment Assistant II role at Citizens Securities, Inc. is designed for individuals passionate about a career in Wealth Management. This position involves working closely with Financial Advisors to enhance revenue production by serving as a primary liaison between clients and internal departments. The role includes responsibilities such as client service requests, appointment scheduling, and audit preparation, while ensuring compliance with relevant regulations. The position also offers training and support to help candidates pass their Series 7 and 66 exams.

Requirements

• 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
• 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

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

Benefits

• Customer-centric culture
• Access to training and tools for career growth
• Supportive and collaborative workforce

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED