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About the Role
The Private Wealth Client Service Associate (CSA) supports top-performing Wealth Management teams in the San Francisco market. This role partners with Wealth Managers to serve high-net-worth clients, delivering an exceptional client experience. The CSA leads client onboarding, services existing relationships, and ensures seamless execution of daily client needs, acting as a key point of contact for affluent clients and their families.
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) in the future.
- Prior SIE certification is advantageous.
- Detail oriented and customer focused.
- Candidates must be prepared to...
Skills
- Foundational knowledge of investment and banking products
- Foundational knowledge of wealth management
- Foundational knowledge of financial services
- Experience working with sophisticated HNW clients preferred
- Professional verbal communication
- Professional written communication
Location
- San Francisco
Work Type
- 40 hours per week
- Monday - Friday
- In-person/in-office position with a requirement of 4 days per week (generally M-Th, and WFH on Fridays)
Experience Level
- Prior brokerage or RIA experience advantageous
Education Level
- Bachelors Degree
Salary/Compensations
- $37.50 - $47.59 per hour
- Opportunity to earn additional discretionary incentive earnings
Benefits
- Comprehensive medical coverage
- Comprehensive dental coverage
- Comprehensive vision coverage
- Retirement benefits
- Maternity/paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off policy exceeds 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.
- Job Applicant Data Privacy Policy [https://jobs.citizensbank.com/Job-Applicant-Privacy-Policy]
- Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
- Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
- Any offer of employment will include further information.
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.