CSI Investment Assistant II- North Smithfield, RI

Only for registered members North Smithfield, United States

1 week ago

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Job summary

Wealth Management role at Citizens Securities, Inc., performing tasks such as new account opening process,

Serve as liaison between clients, financial advisor(s), and internal departments
Complete new client onboarding and service requests for existing clients
Schedule/confirm client appointments
Submit cases into workflow and follow through to funding
Manage CRM and pipeline entry
Sustain expertise on operational processes and systems
  • A combination of Life and Health, Series 6,
  • Licenses required

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