Wealth Management Assistant — Client Onboarding & Liaison

Citizens Bank; Massachusetts; On-site; USD 52,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement benefits

Paid time off

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Securities, Inc. is seeking an Investment Assistant II to support Wealth Advisors in wealth management. You will assist with client onboarding, scheduling, and processing, while ensuring accuracy and regulatory compliance.

You will manage CRM and pipelines, coordinate client communications, and may participate in marketing activities and seminars. Travel within the assigned area may be required.

Qualifications

• High School Diploma or GED with 3+ years in financial services, ideally wealth management.
• Licenses: LAH, 6, 7, 63, 65 and/or SIE; ability to obtain 2 licenses within timeframe.
• Strong verbal and written communication skills.
• Multitask, prioritize, and work effectively in a fast-paced environment.
• Proven collaboration and relationship-building across teams and partners.

Responsibilities

• Serve as liaison between clients, Wealth Advisors, and internal departments.
• Complete new client onboarding and service requests.
• 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.

Skills

Communication

Multitasking

Time management

Relationship building

Attention to detail

Education

High school diploma or GED

Associate degree

Bachelor’s degree in business

Tools

Salesforce

Microsoft Office

CRM software

Job description

Citizens Securities, Inc. is seeking an Investment Assistant II to support Wealth Advisors in wealth management. You will assist with client onboarding, scheduling, and processing, while ensuring accuracy and regulatory compliance.

You will manage CRM and pipelines, coordinate client communications, and may participate in marketing activities and seminars. Travel within the assigned area may be required.