Private Wealth Assistant

Citizens Financial; New York (NY); Presencial; USD 64.000 - 81.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Medical, dental & vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Descripción de la vacante

Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a prestigious Private Wealth Advisory team. This role emphasizes client-focused service, day-to-day operations, and meticulous record-keeping.

The candidate should thrive in a high-touch environment, exercise discretion, and coordinate closely with the advisory team to deliver exceptional client experiences. A professional demeanor and strong communication are essential.

Formación

• 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.
• Experience utilizing Salesforce or similar CRM platforms will be advantageous.

Responsabilidades

• Provide administrative and operational support to PW team members, ensuring efficient day-to-day operations.
• Manage calendars, scheduling, and appointment coordination, including internal meetings, client reviews, and external engagements.
• Serve as a primary point of contact for clients 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 and support general administrative activities for the advisory team.
• Maintain accurate client records and activity notes in CRM 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.

Conocimientos

Strong communication

Relationship building

Discretion

Educación

High School Diploma / GED

Bachelor’s degree preferred

Herramientas

Microsoft Office Suite

Salesforce

Descripción del empleo

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 .