Private Wealth Assistant

Citizens; Boston (MA); On-site; USD 64,000 - 81,000; Full time

Job summary

Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a premier advisory team in a fast-paced, high-touch environment. This role focuses on delivering exceptional client service, coordinating calendars, onboarding new clients, and preparing materials.

You will maintain client records in CRM, handle confidential information with discretion, and collaborate on special projects.

Qualifications

• High School Diploma, GED, or equivalent combination of education and experience 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 the ability to prioritize multiple tasks and deadlines simultaneously.
• Excellent written and verbal communication skills.
• Demonstrated ability to build positive relationships and provide outstanding client service.
• Advanced proficiency in Microsoft Office Suite, including Outlook, Word, Excel, PowerPoint, and Teams.
• Strong attention to detail and commitment to accuracy.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
• Experience utilizing Salesforce or similar CRM platforms will be advantageous

Responsibilities

• Provide administrative and operational support to PW team members, ensuring efficient day-to-day business operations.
• Manage calendars, scheduling, and appointment coordination, including internal meetings, client reviews, and external engagements.
• Serve as a primary point of contact for clients, delivering responsive, professional, and high-quality service via phone and email.
• Assist with new client onboarding by gathering required information and documentation needed to establish and maintain client accounts.
• Coordinate and prepare meeting materials, client presentations, reports, and correspondence.
• May process expense reports as needed and support general administrative activities for the advisory team.
• Maintain accurate client records and activity notes within approved CRM platforms and internal systems.
• Ensure timely follow-up on client requests and ongoing service needs.
• Handle confidential client and business information with professionalism and discretion.
• Support special projects and other administrative initiatives as assigned.

Skills

Organizational skills

Time management

Written communication

Verbal communication

Client service

Discretion

CRM experience

Education

High School Diploma or GED

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office

Outlook

PowerPoint

Job description

Description

Citizens Private Wealth is seeking a highly organized, proactive, and client-focused Private Wealth Assistant to support a prestigious Private Wealth Advisory team. This individual will serve as a key partner to the team, helping to maintain an exceptional client experience while ensuring the smooth execution of day-to-day administrative and operational activities.

The ideal candidate is a polished professional who thrives in a fast-paced, high-touch environment, demonstrates strong attention to detail, and enjoys building relationships with clients and colleagues. This role requires elevated organizational skills, sound judgment, discretion, and the ability to manage multiple priorities while supporting the needs of a sophisticated wealth management practice.

Primary Responsibilities

• Provide administrative and operational support to PW team members, ensuring efficient day-to-day business operations.
• Manage calendars, scheduling, and appointment coordination, including internal meetings, client reviews, and external engagements.
• Serve as a primary point of contact for clients, delivering responsive, professional, and high-quality service via phone and email.
• Assist with new client onboarding by gathering required information and documentation needed to establish and maintain client accounts.
• Coordinate and prepare meeting materials, client presentations, reports, and correspondence.
• May process expense reports as needed and support general administrative activities for the advisory team.
• Maintain accurate client records and activity notes within approved CRM platforms and internal systems.
• Ensure timely follow-up on client requests and ongoing service needs.
• Handle confidential client and business information with professionalism and discretion.
• Support special projects and other administrative initiatives as assigned.

Qualifications, Education, Certifications, And/or Other Professional Credentials

• High School Diploma, GED, or equivalent combination of education and experience 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 the ability to prioritize multiple tasks and deadlines simultaneously.
• Excellent written and verbal communication skills.
• Demonstrated ability to build positive relationships and provide outstanding client service.
• Advanced proficiency in Microsoft Office Suite, including Outlook, Word, Excel, PowerPoint, and Teams.
• Strong attention to detail and commitment to accuracy.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
• Experience utilizing Salesforce or similar CRM platforms will be advantageous

Hours & Work Schedule

Hours per Week: 40

Work Schedule: Monday – Friday

Location: Must be able to come in to one of the listed hiring locations: Boston, MA; Johnston, RI or Stamford CT

Anticipated Start Date: While we are actively accepting applications and beginning the interview process, the anticipated start date for this position is January 2027

Pay Transparency

The salary range for this position is $30.76 - $38.94 per hour, plus an opportunity to earn additional incentive earnings. 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.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

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.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Posting End Date: 11/15/2026