Csi Investment Assistant Ii - Philadelphia, Pa Area

Citizens Bank

Philadelphia, PA, US
Base: $27.00 - $33.00 ph; bonus/equity: opportunit...
Client onboarding and service requests
Financial advisor liaison responsibilities
Compliance with finra and securities regulations
Citizens Securities, Inc. provides training, coaching, and support to help employees pass Series 7 and 66 exams

Job Summary

  • Citizens Securities, Inc. provides training, coaching, and support to help employees pass Series 7 and 66 exams.
  • The role involves managing new account openings, client service requests, audit preparation, and selected marketing activities.
  • Citizens Bank offers competitive pay, comprehensive benefits, flexible work arrangements, and a commitment to diversity and inclusion.

Matching Summary

Citizens Securities, Inc. provides training, coaching, and support to help employees pass Series 7 and 66 exams.

Salary

Base: $27.00 - $33.00 per hour; Bonus/Equity: Opportunity to earn additional incentive earnings; Benefits: Comprehensive medical, dental, vision, retirement, leave, flexible work, education reimbursement, wellness programs

Skills & Requirements

Must-have

  • Client onboarding and service requests
  • Financial advisor liaison responsibilities
  • Compliance with FINRA and securities regulations
  • CRM and pipeline management
  • Appointment scheduling and preparation

Nice-to-have

  • Strong verbal and written communication skills
  • Experience with Salesforce CRM
  • Ability to multitask and prioritize
  • Team collaboration and relationship building
  • Adaptability to change and professional initiative

Key Requirements

  • College degree preferred or High School/GED with 3+ years industry experience
  • Combination of Life and Health, Series 6, and/or SIE licenses required
  • Must obtain Series 7 and 66 licenses within required timeframe

Work Rights

Not specified

Tailored Resume

Cover Letter