Csi Investment Assistant Ii- Pittsburgh, Pa

Citizens Bank

Pittsburgh, PA, US
Client service requests
New account opening process
Operational processes and systems
Citizens Securities, Inc. is focused on helping clients achieve their financial goals

Job Summary

  • Citizens Securities, Inc. is focused on helping clients achieve their financial goals.
  • The Investment Assistant II role involves maximizing revenue production through client liaison and service support.
  • Candidates will receive training to pass the Series 7 and 66 exams.

Matching Summary

Citizens Securities, Inc. is focused on helping clients achieve their financial goals.

Skills & Requirements

Must-have

  • Client service requests
  • New account opening process
  • Operational processes and systems

Nice-to-have

  • Self-motivated and organized
  • Excellent verbal and written communication
  • Team environment collaboration

Key Requirements

  • College degree preferred
  • 3 years industry experience
  • Life and Health, Series 6, and/or SIE licenses required

Work Rights

Not specified

Tailored Resume

Cover Letter