Investment Assistant and Liaison

6 days ago


Bensalem, Pennsylvania, United States Citizens Full time

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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