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Johnston, United States Citizens Full timeDescription Citizens Financial Group, Inc. is one of the nations oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...
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Johnston, United States Citizens Financial Group, Inc. Full timeCitizens Financial Group, Inc. is one of the nations oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understand Client Service, Brokerage, Management, Wealth, Specialist, Broker, Retail
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JOHNSTON, United States Citizens Full timeJob SummaryCitizens Securities Inc. is a leading financial institution that helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. As a Wealth Management Client Service Specialist, you will be part of an integrated Investment Operations workforce and collaborate with...
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Johnston, United States Citizens Full timeJob SummaryCitizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with a strong presence in the market. As a Client Service Specialist in Wealth Management, you will play a critical role in delivering exceptional customer service and helping clients achieve their financial goals.Key Responsibilities:Field a variety...
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Johnston, United States Citizens Full timeJob DescriptionDescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer...
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Johnston, United States Citizens Full timeDescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...
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JOHNSTON, United States Citizens Full timeDescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...
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Johnston, United States Citizens Financial Group, Inc. Full timeDescription Citizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...
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Johnston, United States Citizens Full timeDescription Citizens Financial Group, Inc. is one of the nations oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...
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JOHNSTON, United States Citizens Full timeDescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...
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CSI Brokerage Client Service Specialist
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Wealth Management Professional
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Wealth Management Career Opportunities
Are you passionate about a career in wealth management? Citizens Securities, Inc. is a leading provider of high-quality investment services, dedicated to helping clients achieve their financial goals. As an Investment Assistant II, you will play a key role in supporting our team of licensed financial advisors and business partners.
Responsibilities:
* Assist in the development and implementation of investment strategies for clients
* Provide exceptional customer service and support to clients and internal stakeholders
* Collaborate with cross-functional teams to drive business growth and improve operational efficiency
Requirements:
* Bachelor's degree in a related field (e.g. finance, business, economics)
* 1-2 years of experience in a related field (e.g. financial services, investment banking)
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
If you are a motivated and detail-oriented individual with a passion for wealth management, we encourage you to apply for this exciting opportunity. Join our team of dedicated professionals and contribute to the success of Citizens Securities, Inc.
