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Marketing Analyst
1 week ago
Intralinks Massachusetts, United States Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
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Director of Support
1 week ago
Carriage Services Massachusetts, United StatesDirector of Support - Funeral Homes (North East) · At Carriage Services we believe in the concept of "First Who, Then What." We have learned that leaders, who attract and surround themselves with the best people, achieve great things. We believe in the Four E's of Leadership—Ener ...
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Director, Preferred Provider Solutions
3 weeks ago
Company 19 - John Hancock Life Insurance Company (U.S.A.) Massachusetts, United States Full timeDescription · The opportunity · John Hancock is transforming our Long-Term Care business to help our customers age in place and receive the care that they need. This team focuses on providing access to high-quality and affordable long-term care providers to our customers when t ...
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Territory Sales Manager
1 week ago
Lucas James Talent Partners Massachusetts, United StatesTerritory Manager - Sleep · Location: Springfield, Massachusetts · Our client is made up of creative and talented associates who are transforming the home medical equipment industry. Their patient-centric business model is founded on innovation through technology and cutting-edg ...
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Rehab Director
3 weeks ago
HealthPRO Heritage Massachusetts, United States Regular Full timeOverview · $100K - $112K · Full Benefits (401K, PTO - 22 Days, Medical, Dental, Vision) · State Licensure Reimbursement · Continuining Education Benefits · Upscale/Posh Skilled Nursing Facility (Masconomet Healthcare) · At HealthPro Heritage we hire people who share our vis ...
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Small Business Specialist I
2 weeks ago
TD Bank, N.A. Massachusetts, United States Full timeDescription · : The Small Business Specialist I proactively deepens relationships with existing Small Business customers within a specified territory. The Small Business Specialist I ensures equal access to banking products and services across all communities including businesse ...
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Senior Software Engineer
12 hours ago
Prudential Financial Massachusetts, United States Full timeJob Classification: · Technology - Engineering & CloudAre you interested in building capabilities that enable the organization with innovation, speed, agility, scalability and efficiency? The Global Technology team takes great pride in our culture where digital transformation is ...
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Sr. Functional Architect, D365 Supply Chain
3 days ago
New Balance Massachusetts, United States Full timeWho We Are: · Since 1906, New Balance has empowered people through sport and craftsmanship to create positive change in communities around the world. We innovate fearlessly, guided by our core values and driven by the belief that conventions were meant to be challenged. We foste ...
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Local Contract Nurse RN
3 days ago
Healthcare Support Massachusetts, United StatesHealthcare Support is seeking a local contract nurse RN Dialysis for a local contract nursing job in West Springfeild, Massachusetts. · Job Description & Requirements · Specialty: Dialysis · Discipline: RN · Start Date: ASAP · Duration: 13 weeks · 35 hours per week · Sh ...
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Medicus Healthcare Solutions Massachusetts, United StatesMedicus is collaborating with a hospital in northeastern Massachusetts with an opening for a CRNA to assist their team. · Opening Details: · Schedule: 7:00a-3:30p, Monday-Friday · No call required, beeper call available · Cases: Bread and butter, gyn, endo, GI, ortho · 1:3 o ...
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Territory Sales Representative
3 weeks ago
Cox Automotive Massachusetts, United StatesAre you an explorer and adventurer at heart? Does breaking new ground and blazing unique paths resonate with you? If so, we might have a spot for you at Cox Automotive Mobility Fleet Services (CAMFS), part of the Cox Automotive family of businesses. We're looking for a Territor ...
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Territory Sales Representative
2 weeks ago
Cox Automotive Massachusetts, United States Full timeAre you an explorer and adventurer at heart? Does breaking new ground and blazing unique paths resonate with you? If so, we might have a spot for you at Cox Automotive Mobility Fleet Services (CAMFS), part of the Cox Automotive family of businesses. · We're looking for a Territo ...
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Registered Nurse
1 week ago
Supplemental Health Care Massachusetts, United StatesSupplemental Health Care is seeking a travel nurse RN First Assist for a travel nursing job in Northhampton, Massachusetts. · Start Date: ASAP · Employment Type: Travel · Supplemental Health Care is seeking First Assist Registered Nurses in Northhampton, Massachusetts for a 12 ...
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Remote Sales Consultant
3 weeks ago
Cox Automotive Massachusetts, United StatesIf so, we might have a spot for you at Cox Automotive Mobility Fleet Services (CAMFS), part of the Cox Automotive family of businesses. · We're looking for a Territory Sales Representative to join our field sales team managing a territory in the Massachusetts market as we expand ...
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Quality Technician/Inspection
1 week ago
Northeast Paving Massachusetts, United States Full time*Northeast Paving Benefits* · * Medical & Vision Insurance · * Dental Insurance · * Basic Life and AD&D Insurance · * Short Term Disability · * Voluntary Term Life · * Long Term Disability · * Sick Leave · * Paid Vacation & Holiday Pay · * 401(k) Plan · * Additional Bene ...
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Corporate Development Analyst
1 month ago
Selby Jennings Massachusetts, United StatesTitle: Corporate Development Analyst · Company Summary: We are partnered with a start-up renewable energy equipment manufacturer looking to bring on a Corporate Development Analyst to their team to support on the path to scale decarbonization. This Corporate Development Analyst w ...
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Radiation Oncologist
4 weeks ago
Trinity Health Of New England Massachusetts, United States Full timeRadiation Oncologist · We put YOU FIRST because you put patients first. · Candidates should have experience with 3D conformal RT, IMRT/VMAT, SRS and SBRT and desire to work in a community setting providing patient-centered care for diverse cancer types. · The Cancer Center is eq ...
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Medicus Healthcare Solutions, LLC Massachusetts, United States OTHEROpportunity Details · Medicus is collaborating with an established client in southern Massachusetts that has an opening for a Medical Oncologist to assist their team. · Opening Highlights: · Shift Information: 7:30a-4:30p · Schedule: 4 days in clinic and 1 admin day · Daily Volum ...
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OB/GYN Physician
3 weeks ago
Atrius Health Massachusetts, United States Full timeTransforming Care. · Improving Lives. · Investing in You. · Atrius Health, a part of Optum and the leading value-based healthcare network serving eastern Massachusetts, believes every team member makes a difference in the lives of our patients. We deliver an effective system of ...
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Senior Manager
1 month ago
CSG Talent Massachusetts, United States Full timeAre you a Senior Manager, fluent in French and English, who is looking for their next move within energy transition materials in Morocco? · Can you bring 7+ year's experience with you to lead and manage industrial processes, and develop and implement strategies to optimise manufa ...
Investment Assistant II - Massachusetts, United States - Citizens
Description
If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc.is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate.
In 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 the assigned Financial Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and audit preparation while adhering to all FINRA, CCOIS, CFG and state securities regulations on a daily basis.
You are responsible for the new account opening process, while maintaining the highest level of accuracy.You will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting.
Travel within assigned geographic location may be required.Serve as liaison between clients, financial advisor(s), and internal departments
Manage CRM and pipeline entry
Understanding of general banking and wealth management services
Proficiency in Microsoft Office; experience with Salesforce a plus
A track record of working effectively in a team environment and building strong relationships with teammates, business partners and specialists
College degree in a business-related field preferred or a High School Degree/GED with a minimum 3 or more years industry experience
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability.
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Citizens is a brand name of Citizens Bank, N.At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities.