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About the Role

The Wealth Manager Client Service Associate (CSA) supports a top-performing Wealth Management team in San Francisco, partnering with Wealth Managers to serve high-net-worth clients and deliver an exceptional client experience. This role involves leading client onboarding, servicing existing relationships, and ensuring seamless execution of daily client needs. The CSA will build trusted relationships with affluent clients, acting as a key point of contact and providing tailored white-glove service. The role also supports ongoing client engagement through proactive communication, sharing investment updates, market insights, and performance reporting.

Responsibilities

Leading client onboarding
Servicing existing relationships
Ensuring seamless execution of day-to-day client needs
Building trusted relationships with affluent clients and their families
Acting as a key point of contact
Providing white-glove service tailored to unique financial goals
Supporting ongoing client engagement through proactive communication
Sharing investment updates, market insights, and performance reporting
Strengthening and deepening client relationships

Requirements

Candidates may be required to hold Series 7 & 66 or 63/65
Detail oriented and customer focused
Professional verbal and written communication
Prior brokerage or RIA experience
Any offer of employment is conditioned upon the candidate successfully passing a background check

Skills

Foundational knowledge of investment and banking products

Location

San Francisco

Work Type

40 hours per week
Monday - Friday

Education Level

Undergraduate degree a plus

Salary/Compensations

$37.50 - $47.59 per hour, plus an opportunity to earn additional discretionary incentive earnings

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 exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

About the Company

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, 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, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy [https://jobs.citizensbank.com/Job-Applicant-Privacy-Policy]

Equal Opportunity

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, 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, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Employment decisions are based solely on merit, qualifications, performance and capability.