Investment Assistant II

6 days ago


Buffalo, New York, United States Citizens Full time
About the Role

Citizens Securities, Inc. is seeking a highly motivated and detail-oriented Investment Assistant II to join our Wealth Management team. As a key member of our team, you will play a critical role in supporting our Financial Advisors in maximizing revenue production and delivering exceptional client service.

Key Responsibilities
  • Serve as Liaison between clients, financial advisors, and internal departments to ensure seamless communication and efficient issue resolution.
  • Complete New Client Onboarding and service requests for existing clients, maintaining the highest level of accuracy and attention to detail.
  • Schedule and Confirm Client Appointments to ensure timely and effective client engagement.
  • Submit Cases into Workflow and follow through to funding, ensuring timely and accurate processing.
  • Manage CRM and Pipeline Entry to maintain accurate and up-to-date client information.
  • Sustain Expertise on operational processes and systems to provide exceptional support to Financial Advisors and clients.
Requirements
  • Understanding of General Banking and Wealth Management Services to effectively support clients and Financial Advisors.
  • Excellent Verbal and Written Communication Skills to ensure clear and effective communication with clients, Financial Advisors, and internal departments.
  • Proficiency in Microsoft Office and experience with Salesforce a plus.
  • Self-Motivated, Organized, and Detail-Oriented with the ability to multitask and prioritize tasks effectively.
  • Continuously Exhibits Personal Integrity and professional initiative, with a high level of adaptability to change and openness to new ideas.
  • A Track Record of Working Effectively in a Team Environment and building strong relationships with teammates, business partners, and specialists.
Education and Certifications
  • College Degree in a Business-Related Field preferred or a High School Degree/GED with a minimum 3 or more years of 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 a Specific Timeframe required.
Work Environment
  • Hours per Week: 40
  • Work Schedule: M-F
Compensation and Benefits

The salary range for this position is $29.57 per hour, plus an opportunity to earn additional incentive earnings. Citizens offers competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.



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