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Jobs · Finance · Massachusetts

CSI Investment Assistant II - Chestnut Hill, MA

Citizens · Chestnut Hill Meeting House, MA · 3 wk ago
Finance$25–$26.5/hrFull-time

About the role

Citizens Securities, Inc. is hiring for the Investment Assistant II role. As part of this position, you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with assigned Wealth Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments. You will handle client service requests, appointment scheduling and preparation, and audit preparation while adhering to all FINRA, CCOIS, CFG, and state securities regulations.

Responsibilities

  • Serve as liaison between clients, Wealth Advisor(s), 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
  • Maintain the new account opening process with the highest level of accuracy
  • Occasionally conduct selected marketing activities, including contacting the assigned Wealth Advisor’s book of business, coordinating prospecting and follow-up efforts (telemarketing), serving as client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals, and providing sales activity reporting
  • Travel within assigned geographic location may be required

Requirements

  • High School Diploma or GED with a minimum of 3+ years of relevant financial services industry experience, ideally in wealth management
  • Minimum of 2 of the following licenses: Life, Accident, & Health (LAH); 6; 7; 63; 65; and/or SIE
  • Ability to obtain remaining 2 required licensures within a specified timeframe
  • Strong verbal and written communication skills
  • Demonstrated ability to multitask, prioritize, and work effectively in a fast-paced environment
  • Proven track record of collaboration and relationship-building across teams and business partners
  • High level of personal integrity, initiative, adaptability, and openness to change

Preferred Qualifications

  • Completed Associates and/or Bachelor’s degree in a business-related field
  • Understanding of wealth management services
  • Proficiency in Microsoft Office; experience with Salesforce
  • Demonstrated successful stable work history

Pay

The salary range for this position is $25–$26.50 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including work location and relevant skills and experience.

Benefits

  • Competitive pay
  • Comprehensive medical, dental, and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
  • Paid time off policy exceeding mandatory local and state requirements

Schedule

  • Hours per Week: 40
  • Work Schedule: Monday–Friday

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