Citizens Financial Group, Inc.
Philadelphia, Pennsylvania
CSI Investment Assistant II - Philadelphia, PA
Job details
- Location
- Philadelphia, Pennsylvania
- Work type
- Onsite
- Posted
- Mar 21, 2026
- Apply on
- hcgn.fa.us2.oraclecloud.com
About this role
High School Diploma or GED with 3+ years in financial services; 2 of LAH, 6, 7, 63, 65, or SIE licenses; ability to obtain remaining licenses; strong communication; multitasking in fast-paced environment.
What you'll do at Citizens Financial Group, Inc.:
- Serve as liaison between clients and internal departments
- Complete onboarding and service requests for clients
- Schedule client appointments
Apply to this CSI Investment Assistant II - Philadelphia, PA role at Citizens Financial Group, Inc. with a tailored resume on ApplyBolt.