Investment Assistant and Liaison
6 days ago
About the Position
We are seeking a highly motivated and organized individual to fill the Investment Assistant II role at Citizens Securities, Inc. As a key member of our operations team, you will be responsible for providing exceptional support to our financial advisors and ensuring the success of our clients.
Key Responsibilities
- Serve as a liaison between clients, financial advisors, and internal departments
- Complete new client onboarding and service requests for existing clients
- Schedule and confirm client appointments
- Submit cases into workflow and follow through to funding
- Manage CRM and pipeline entry
- Sustain expertise on operational processes and systems
Required Skills and Qualifications
- 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 able 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
Benefits and Compensation
The estimated salary for this role is $55,000 - $75,000 per year, based on industry standards and location. Citizens offers a competitive benefits package, including health insurance, retirement plans, and paid time off.
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