Citizens Bank Investment Assistant I in Chestnut Hill, Massachusetts


The Investment Assistant / Wealth Center Concierge will be the first point of contact for clients coming into our Banking and Investment Center. Responsibilities will include:Greeting visitors to the Wealth Center and ensuring they feel welcome and directed to the appropriate colleague.Screen telephone calls and route to the appropriate colleague or take messages.Maintain and manage conference room calendars and meetings.Assist Marketing and other departments on all Wealth Center client events.Provide general office support as needed.Responsible for maintaining wealth center office and kitchen supplies.Minor cleaning and straightening of common areas.The candidate for this position will be an organized self-starter who can handle multiple projects and priorities at once. As the focal point of client contact, this individual will be comfortable meeting new people and communicating the features and benefits of the Banking and Wealth Center. As the first person many of our clients meet, this individual will have a persistent positive attitude and be completely committed to assisting our clients.


Skills & Competencies:Excellent verbal and written communications skillsProficiency in Microsoft Office; experience with Salesforce a plusExcellent phone, and computer skillsContinuously exhibits personal integrity and professional initiativeReliable, follows through on commitments, does not shrink from new challengesMust be organized, detail-oriented and able to multitaskCollaborative and able to work effectively with othersFlexible team player who is highly adaptable to change and open to new ideasHours & Work ScheduleHours per Week: 40Work Schedule: 8:30 - 5:00 Monday through FridayWhy Work with UsAt Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.Equal Employment and Opportunity Employer/Disabled/VeteranIt is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.Equal Opportunity & Affirmative Action Employer Disabled/VeteranCitizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.