Wealth Management Assistant: Onboard & Liaison

Citizens; Westwood (MA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Competitive pay

Medical, dental, vision coverage

Education reimbursement

Flexible work arrangements

Job summary

Citizens is seeking an Investment Assistant II to support Wealth Advisors, manage client onboarding, and coordinate service requests. The role involves scheduling client appointments, processing cases, and maintaining CRM data with attention to regulatory compliance.

Travel within the assigned geography may be required. Strong communication, teamwork, and licensure in LAH/7/63/65 or SIE are important. 40-hour work week with competitive benefits.

Qualifications

• High School Diploma or GED with a minimum of 3+ years of relevant financial services industry experience, ideally wealth management.
• Must have at least 2 of the LAH/7/63/65 or SIE licenses.
• Ability to obtain remaining licensures within a specified timeframe.
• Strong verbal and written communication skills.
• Ability to multitask, prioritize, and work in a fast-paced environment.
• Proven collaboration across teams and business partners.
• High level of personal integrity and adaptability.

Responsibilities

• Serve as liaison between clients, Wealth 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

Skills

Strong verbal and written comms

Multitasking

Team collaboration

Customer service mindset

Attention to detail

Education

High School Diploma or GED

Associates degree

Bachelor's degree

Tools

Microsoft Office

Salesforce

Job description

Citizens is seeking an Investment Assistant II to support Wealth Advisors, manage client onboarding, and coordinate service requests. The role involves scheduling client appointments, processing cases, and maintaining CRM data with attention to regulatory compliance.

Travel within the assigned geography may be required. Strong communication, teamwork, and licensure in LAH/7/63/65 or SIE are important. 40-hour work week with competitive benefits.