Citizens Bank Investment Sales Assistant I in Newtown Square, Pennsylvania


The Investment Assistant I will work closely with the assigned financial consultants (1-3) to maximize revenue production by serving as the primary liaison between Operations and the PhoneBank, promptly responding to all client service requests, scheduling appointments for assigned Financial Consultants, preparing for audits while adhering to all FINRA, CCOIS, CFG and state securities regulations on a daily basis. Occasionally the incumbent will be responsible for selected marketing activities including contacting assigned FC’s book of business to solidify relationships, coordinate all prospecting and follow-up efforts (telemarketing), serve as client liaison for FC client companies, assist in coordinating in client seminars, follow-up on referrals received from business partners and to provide sales activity reporting. Travel within assigned geographic location may be required.


Skills & Competencies:

  • MS Excel and Outlook experience is required.

  • Knowledge of PC applications, spreadsheets and word processing

  • Ability to prioritize objectives in a fast-paced environment

  • Strong interpersonal and communication skills

Hours & Work Schedule

Hours per Week: 40

Work Schedule: Monday - Friday

Why Work with Us

At 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/Veteran

It 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/Veteran

Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.