PB Client Service Associate

Citizens Bank; Beverly Hills (CA); Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

Competitive pay

Medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Other benefits

Job summary

Citizens Bank in Beverly Hills seeks a Private Bank Client Service Associate to guide clients through loan applications and post-close servicing. You will support credit analysis, documentation, and coordination with escrow and lenders.

Ideal candidates have 1–3 years in high-touch client service, are proficient with MS Office, and demonstrate professionalism and meticulous record-keeping. A bachelor’s degree is preferred and compliance awareness is required.

Qualifications

• 1-3 years of experience in a client-facing role within private banking, wealth management, luxury hospitality, or a similar high-touch service environment.
• Proficiency with technology, including MS suite of products; ability to maintain accurate records and generate reports.
• Exceptional written and verbal communication skills; impeccable relationship management, follow through and attention to detail.
• Demonstrated experience coordinating events and/or travel logistics.
• High degree of professionalism, discretion, and sound judgment when handling confidential client information.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Bachelor’s degree in Business, Communications, Hospitality, Finance, or a related field preferred
• Familiarity with financial services compliance and client data privacy requirements.

Responsibilities

• Respond to client inquiries and servicing requests in a timely manner (response within 30 minutes, solution within 1-2 business days).
• Assist relationship manager with coordinating client meetings, events, and gifts; manage active loan pipeline from preapproval to post-close.
• Coordinate with escrow to schedule loan closings and assist with down payment deposits.
• Answer questions on closing disclosures and loan documents; ensure access to online mortgage tools.
• Handle deposit-related requests (wires/transfers, online banking support, statements, tax docs) and support research requests.
• Assist with preparing pre-approval letters, commitment letters, term sheets, and letters of intent.

Skills

Client-facing

MS Office

Communication

Event coordination

Professionalism

Organization

Education

Bachelor’s degree (Business/Communications/Hospitality/Finance)

Tools

MS Office

Job description

Description

The Private Bank Client Service Associate assists clients with the loan application process and services their needs post-loan close. The CSA has or will develop a foundational understanding of the loan origination process as well as servicing channels for mortgage and deposit requests. The CSA also assists with credit analysis and prequalification, though specific loan product is dependent on their respective Relationship Manager.

Primary responsibilities

• Respond to client inquiries and servicing requests in a timely manner (response within 30 minutes, solution within 1-2 business days, varying on complexity).


• Assists their respective relationship manager with coordinating client meetings, events, and gifts. Manages the active loan pipeline, assisting the client from the preapproval stage, through underwriting, closing, and post close:
  
  
  
  • Pre-qualifications and documentation analysis for prospective clients.
  
  
  • Answering questions about Initial Loan Estimate.
  
  
  • Working closely with the Lending Specialist/ Client Relations Manager to obtain additional needed documentation.
  
  
  • Working closely with their Preferred Banker to obtain additional documentation for deposit relationship opening, ensuring this is completed in the pre-approval stage.
  
  


• Coordinating with escrow to schedule their loan closing post approval, and assisting with coordinating client's down payment to escrow.


• Answering client questions on closing disclosure and loan documents.


• Ensuring client is set up with online tools for viewing and managing their mortgage


• Field deposit related operation requests, including wires and transfers, assistance with online banking support, obtaining statements and tax documents, research requests, and more.


• Assist with preparing pre-approval letters, commitment letters, term sheets, and/or letters of intent

Qualifications, Education, Certifications and/or Other Professional Credentials:

• 1-3 years of experience in a client-facing role within private banking, wealth management, luxury hospitality, or a comparable high-touch service environment.


• Proficiency with technology, including MS suite of products; ability to maintain accurate records and generate reports.


• Exceptional written and verbal communication skills; impeccable relationship management, follow through and attention to detail.


• Demonstrated experience coordinating events and/or travel logistics.


• High degree of professionalism, discretion, and sound judgment when handling confidential client information.


• Strong organizational skills with the ability to manage multiple priorities simultaneously


• Bachelor’s degree in Business, Communications, Hospitality, Finance, or a related field preferred


• Familiarity with financial services compliance and client data privacy requirements.

Hours & Work Schedule:

• Hours per Week: 40


• FLSA: Non-exempt


• Work Schedule: M-F


• 4 day in office requirement/WFH 1 day

Pay Transparency

The salary range for this position is $38.46 - $48.07 per hour, plus an opportunity to earn an annual discretionary bonus beginning performance year 2027. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Equal Employment 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.