Private Wealth Admin & Client Services Specialist

Citizens; Boston (MA); On-site; USD 42,000 - 54,000; Full time

Job summary

Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a prestigious Private Wealth Advisory team. The role emphasizes client-focused service, day-to-day administration, and operational excellence in a fast-paced wealth management environment.

The ideal candidate will have 3+ years of related experience, strong organizational skills, and proficiency in Microsoft Office; Salesforce experience is a plus.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred.
• 3+ years of administrative, executive assistant, client service, or business support experience in a professional environment preferred.
• Experience supporting a Private Wealth, Private Banking, Wealth Management, Financial Advisory, or similar client-facing financial services team is a plus.
• Strong organizational and time-management skills with ability to prioritize multiple tasks and deadlines.
• Excellent written and verbal communication skills.
• Demonstrated ability to build positive relationships and provide outstanding client service.
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams).
• Ability to maintain confidentiality and exercise sound judgment with sensitive information.
• Experience using Salesforce or similar CRM platforms advantageous.

Responsibilities

• Provide administrative and operational support to Private Wealth team members.
• Manage calendars, scheduling, and appointment coordination including client reviews and external engagements.
• Serve as primary point of contact for clients via phone and email with professional service.
• Assist with new client onboarding gathering required information and documentation.
• Coordinate and prepare meeting materials, client presentations, reports and correspondence.
• May process expense reports and support other administrative activities for the advisory team.
• Maintain accurate client records and activity notes in CRM systems.
• Ensure timely follow-up on client requests and service needs.
• Handle confidential client and business information with discretion.
• Support special projects and other administrative initiatives as assigned.

Job description

Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a prestigious Private Wealth Advisory team. The role emphasizes client-focused service, day-to-day administration, and operational excellence in a fast-paced wealth management environment.

The ideal candidate will have 3+ years of related experience, strong organizational skills, and proficiency in Microsoft Office; Salesforce experience is a plus.