Private Wealth, Client Associate

Citizens; New York (NY); On-site; USD 48,216 - 60,614; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Management is seeking a Wealth Manager Client Service Associate to provide day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients, building strong relationships with high net worth clients and delivering timely investment updates and reports.

The role emphasizes client communication, education, and collaboration within a team that prioritizes service excellence, compliance, and thoughtful guidance to protect and grow client wealth.

Qualifications

• Candidate must be licensed or willing to obtain Series 7 & 66 or 63/65.
• Undergraduate degree is a plus.
• Foundational knowledge of investment and banking products.
• Detail oriented and customer focused.
• Professional verbal and written communication.
• Prior brokerage or RIA experience.

Responsibilities

• Onboard and service new and existing clients.
• Develop and maintain strong relationships with high net worth clients.
• Communicate investment updates, market insights, and performance reports.

Skills

Foundational knowledge of investment &

Detail oriented

Customer focused

Professional verbal and written comms

Prior brokerage or RIA experience

Education

Undergraduate degree a plus

Tools

Series 7 & 66 or 63/65

Job description

Description

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes developing and maintaining strong relationships with high net worth clients. Lastly, he/she is responsible for client communication and education, which includes the communication of investment updates, market insights, and performance reports.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Candidates may be required to hold Series 7 & 66 or 63/65
• Undergraduate degree a plus
• Foundational knowledge of investment and banking products
• Detail oriented and customer focused
• Professional verbal and written communication
• Prior brokerage or RIA experience

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday

Pay Transparency

The salary range for this position is $35.00 - $44.00 per hour, plus an opportunity to earn additional discretionary 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 .

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.

08/22/2026