Private Wealth Client Advisor - Onboarding & Service

Citizens; San Francisco (CA); Hybrid; USD 52,000 - 66,000; Full time

Job summary

Citizens Private Wealth is seeking a Client Service Associate in San Francisco to support a top Wealth Management team. You will lead onboarding, service ongoing relationships, and ensure seamless day-to-day client needs for a sophisticated client base.

The role emphasizes proactive communication, investment updates, and performance reporting, with opportunities to work closely with Wealth Managers and contribute to the growth of a leading wealth practice.

Qualifications

• Candidates may be required to hold Series 7 & 66 (or 63 & 65) in the future.
• Bachelor's Degree or higher.
• Foundational knowledge of investment and banking products, wealth management and financial services.
• Detail oriented and customer focused; experience with sophisticated HNW clients preferred.
• Professional verbal and written communication.
• Prior brokerage or RIA experience advantageous.

Responsibilities

• Lead client onboarding and service existing relationships.
• Ensure seamless execution of day-to-day client needs.
• Provide proactive communication with clients, sharing investment updates and performance reporting.
• Build trusted relationships with affluent clients and families; act as main point of contact.

Skills

Series 7 & 66 readiness

SIE familiarity

Bachelor's degree

Wealth management knowledge

Detail orientation

Strong communication

Brokerage/RIA experience

Education

Bachelor's Degree

Job description

Citizens Private Wealth is seeking a Client Service Associate in San Francisco to support a top Wealth Management team. You will lead onboarding, service ongoing relationships, and ensure seamless day-to-day client needs for a sophisticated client base.

The role emphasizes proactive communication, investment updates, and performance reporting, with opportunities to work closely with Wealth Managers and contribute to the growth of a leading wealth practice.