Location: North Smithfield, RI
Company: Citizens
we currently operate. In this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II -works closely with the assigned Financial Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and audit preparation while adhering to all -FINRA, CCOIS, CFG and state securities regulations on a daily basis.
You are responsible for the new account opening process, while maintaining the highest level of accuracy. You will occasionally
be responsible for selected marketing activities including contacting the assigned Financial Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting.
Travel within assigned geographic location may be required. Primary responsibilities include Serve as liaison between clients, financial advisor(s), and internal departments Complete new client onboarding and service requests for existing clients Schedule/confirm client appointments
Submit cases into workflow and follow through to funding Manage CRM and pipeline entry Sustain expertise on operational processes and systems Qualifications Understanding of general banking and wealth management services Excellent verbal and written communications skills Proficiency in Microsoft Office; experience with Salesforce a plus Self-motivated, organized, detail-oriented, confident and ability to multitask -and prioritize Continuously exhibits personal integrity, professional initiative, highly adaptable to change and open to new ideas A track record of working effectively in a team environment and building strong relationships with teammates, business partners and specialists Education, Certifications and/or Other Professional Credentials College degree in a business-related -field preferred or a High School Degree/GED with a minimum 3 or more years industry experience A combination of -Life and Health, -Series 6, and/or -Life and Health, -SIE -licenses -required Must be able to obtain -Series 7 -and 66 within specific timeframe required - Hours and Work Schedule Hours per Week: 40 Work Schedule: M-F Some job boards have started using jobseeker-reported data to estimate salary ranges for roles.
If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, interaction, interactionual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N. A. and each of its respective affiliates. Why Work for 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
accurately scan items, collect proper payment; and to provide proper change if necessary; and to perform other tasks as required in an efficient and safe manner, within Company policy.
Essential Job Functions: Performance of the essential functions of this position require the Team Member to possess the minimum qualifications listed above.
These functions include, but are not limited to, the following: Ability to proficiently read, write, speak, analyze, interpret, and understand the English language. Ability to perform basic math skills. Ability to make change with all denominations of American currency. Ability to stand/ walk for the duration of a scheduled shift. Ability to
adhere to all local, state and federal health and civil code regulations. Ability to operate equipment as required by department; i. e. slicer, scale, can opener, wrapping machine, rotisserie, fryolator, cheese grater/ cutter, case cutter and stove/ oven Ability to stand, bend, twist, reach, push, pull and lift 25 lbs.
to 75 lbs. Ability to provide customers with superior service. Maintain a neat, well-groomed appearance at all times and observe company dress code policies. Ability to work with a wide variety of fresh, dried and/or processed products, spices and powdered substances without negative allergic consequences. Ability to tolerate moderate amounts of dust and cleaning agents
during routine housekeeping duties. Ability to work in varying temperatures from cold to hot.
Ability to work cooperatively with others. Ability to climb a ladder to retrieve items from overhead racking and storage areas. Ability to meet all work schedules and comply with all time and attendance policies. Requirements: Job Responsibilities: The job responsibilities of this position include, but are not limited to, the following: Maintain a clean, neat, organized and safe work environment. Maintain all department sanitation and QA standards including cleaning and sanitizing all work surfaces, utensils and equipment, sweeping, mopping, removing cardboard and trash as needed, and being able to operate a baler or compactor.
Keep floor clear of debris and spills. Check products received against an invoice. Use a slicing machine and related equipment where applicable. Prepare and replenish product for sale in any department where applicable. Always operate equipment with all safeguards in place and in good operating condition. Observe safe methods of performing all duties. Comply with all store rules, Company policies, safety requirements, security standards and all local, State and Federal health and civil code regulations. Dress according to company policy to include white shirt, black pants, apron, name badge.
Comply with QA hand washing standards and use disposable gloves when handling unpackaged foods. Greet all customers and provide them with prompt, courteous service and assistance. Follow approved procedures for receiving, code dating, preparing, storing, and price marking, scaling, and restocking products to ensure quality, accuracy and product rotation and protection. Adhere to all Federal, State, and Local regulations as they pertain to all departments. Keeps displays and display cases stocked and properly turned and faced at all times in accordance with all department standards.
Be knowledgeable in and able to differentiate between various types of Produce, Meat, and where applicable, the Deli/ Fresh Seafood departments, and related merchandise including seasonality, and price differences between varieties of similar classes of products Control freshness, quality and temperature of product by following safe food handling procedures. Understand operation of cash register and follow all cash handling procedures. Accurately identify and scan product under correct department (when necessary), process all forms of accepted payments, collect proper payment and provide proper change.
Handle damaged or return-to-stock products according to company policy, with priority attention given to refrigerated, perishable items, and sell by date. Be knowledgeable in the company's HAZCOM program and adhere to manufacturer's label instructions for the safe and proper use of all chemical products. Check refrigeration equipment for proper performance regularly; report any failure immediately as directed. Removes trash to designated area. Removes cardboard to baler area and operates baler. Completes price changes as directed by department manager.
Utilize and maintain equipment as required by department; report any equipment problems immediately. Complete all applicable department training programs. Comply with Price Rite service priorities: clean, fresh and friendly. Retrieve carts from the lot Must be 18 years old or older to operate balers, hi-lo's, power jacks, slicing machines, etc. Perform other duties as required Job Expectations Part Time work hours - our business requires a flexible scheduling consisting of days, evenings and weekends. Weekly average hours for a part time clerk is 15-20. Hours fluctuate weekly in accordance with business.
Part Time Training Requirements - All Team Members are provided paid training and are expected to successfully complete all essential components of training within the first 30 days. This includes web based and hands-on training. All Team Members are expected to report to work as scheduled and required to record work time through our electronic time and attendance system. Excessive lateness and/or absences is not acceptable. Cashiers are expected to maintain cash control per our company standards. Excessive errors are not acceptable to the business and are monitored per our cash handling policy.
NOTE: ASSOCIATES MUST BE 18 YEARS OR OLDER TO OPERATE BALERS, HI-LOS, POWER JACKS AND SLICING MACHINES. Important Disclaimer Notice: The above statements are only intended to represent the essential job functions and general nature of the work being performed and are not exhaustive of the tasks that an Associate may be required to perform. The employer reserves the right to revise this job description at any time and to require Associates to perform other tasks as circumstances or conditions of its business, competitive considerations, or the work environment change. For more details: jobs-search. org/manufacturing_cranston-c446048/job_i1966279761
