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Financial Advisor Financial Services Finance Assistant Wealth Management

Wealth Management Assistant II: Client Onboarding & CRM

Job in East Providence, Providence County, Rhode Island, 02914, USA
Listing for: Citizens Bank
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Finance Assistant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services provider is seeking an Investment Assistant II to support Financial Advisors in client onboarding and service requests. The role requires strong communication skills, attention to detail, and at least 3 years of experience in the financial services industry, ideally with wealth management. The candidate should be proficient in Microsoft Office and have relevant licenses. This position demands adaptability and a collaborative spirit, making it suitable for someone looking to grow in the wealth management sector.
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