Citizens Financial Group, Inc.
Philadelphia, Pennsylvania
CSI Investment Assistant II - Philadelphia, PA area
Job details
- Location
- Philadelphia, Pennsylvania
- Work type
- Onsite
- Compensation
- $56,160 - $68,640/yr
- Posted
- Mar 31, 2026
- Apply on
- hcgn.fa.us2.oraclecloud.com
About this role
HS degree or GED with 3+ years of industry experience; licenses: Series 7/66, SIE, Life/Health, Series 6 as applicable; knowledge of banking and wealth services; proficient in MS Office; Salesforce a plus; strong communication and multitasking skills.
What you'll do at Citizens Financial Group, Inc.:
- Liaise with clients
- Onboard new clients
- Schedule appointments
Apply to this CSI Investment Assistant II - Philadelphia, PA area role at Citizens Financial Group, Inc. with a tailored resume on ApplyBolt.