Private Wealth Assistant

Citizens; Stamford (CT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Comprehensive health benefits

Retirement benefits

Paid time off

Job summary

Citizens Bank is seeking an administrative professional to support the Private Wealth team in Stamford, CT, with strong organizational skills and client-focused service. The role covers calendar management, onboarding, and preparation of client materials in a fast-paced environment.

The position requires 3+ years of experience in a professional setting, proficiency in Microsoft Office, and the ability to handle confidential information with discretion.

Qualifications

• High School Diploma, GED, or equivalent; bachelor’s degree preferred.
• 3+ years of administrative, executive assistant, client service, or business support experience.
• Experience supporting private wealth/financial services teams is a plus.
• Strong organizational and time-management skills; able to prioritize multiple tasks.

Responsibilities

• Provide administrative and operational support to PW team members and daily operations.
• Manage calendars, scheduling, and appointment coordination for internal and external engagements.
• Serve as primary contact for clients via phone and email with professional, responsive service.
• Assist with onboarding new clients by gathering required information and documents.
• Prepare meeting materials, client presentations, reports, and correspondence.
• Process expense reports and support advisory team administrative activities.
• Maintain client records and activity notes in CRM platforms and internal systems.
• Ensure timely follow-up on client requests and service needs.
• Handle confidential information with professionalism and discretion.
• Support special projects and other administrative initiatives.

Skills

Customer service

Communication skills

Organizational skills

Time management

Microsoft Office

Outlook

Excel

PowerPoint

Teams

Education

High School Diploma or equivalent

Bachelor’s degree preferred

Tools

Salesforce

Outlook

Word

Excel

PowerPoint

Teams

Job description

Description

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

Background Check

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.

11/15/2026