Private Wealth, Client Associate

About the Role

The Client Service Associate (CSA) provides day-to-day support to Wealth Managers, leading onboarding and service for new and existing clients. The role involves client relationship management, including developing and maintaining strong relationships with high-net-worth clients, as well as client communication and education through investment updates, market insights, and performance reports.

Responsibilities

• Provide day-to-day support to Wealth Managers.
• Lead onboarding and ongoing service for new and existing clients.
• Manage client relationships, developing and maintaining strong connections with high-net-worth clients.
• Communicate investment updates, market insights, and performance reports to clients.

Requirements

• Foundational knowledge of investment and banking products.
• Detail-oriented and customer-focused.
• Professional verbal and written communication skills.
• Prior brokerage or RIA experience.

Qualifications

• Candidates may be required to hold Series 7 & 66 or 63/65 licenses.
• Undergraduate degree is a plus.

Pay

The salary range for this position is $35.00 - $44.00 per hour, plus an opportunity to earn additional discretionary incentive earnings. Actual pay is based on various factors including budget, work location, and relevant skills and experience.

Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday

Benefits

• Competitive pay.
• Comprehensive medical, dental, and vision coverage.
• Retirement benefits.
• Maternity/paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy exceeding mandatory local and state requirements.

For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.