Private Wealth, Client Associate (San Francisco, CA)

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Private Wealth is seeking a Client Service Associate (CSA) in San Francisco to support a top Wealth Management team. The CSA will onboard clients, service relationships, and ensure seamless execution of day-to-day needs for a sophisticated client base, delivering a white-glove experience at every touchpoint.

The role offers exposure to complex wealth strategies, collaboration with a high-performing advisory team, and opportunities to deepen client relationships through proactive

Qualifications

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

Responsibilities

• Lead client onboarding and ensure smooth transitions for new relationships
• Service existing client relationships and respond to day-to-day needs with urgency and accuracy
• Provide white-glove service tailored to high-net-worth clients and families
• Share investment updates, market insights, and performance reporting to strengthen engagement

Job description

Description

The Private Wealth, Client Service Associate (CSA) plays a critical role in supporting one of Citizens Private Wealth's top-performing Wealth Management teams in the San Francisco market. This highly visible position offers the opportunity to partner closely with experienced Wealth Managers and serve a sophisticated, high-net-worth client base, helping deliver an exceptional client experience at every stage of the relationship.

In this role, the CSA is responsible for leading client onboarding, servicing existing relationships, and ensuring seamless execution of day-to-day client needs. The successful candidate will build trusted relationships with affluent clients and their families, acting as a key point of contact and providing white-glove service tailored to their unique financial goals. The CSA also supports ongoing client engagement through proactive communication, sharing investment updates, market insights, and performance reporting, while helping to strengthen and deepen client relationships.

This is an exciting opportunity for a polished and dedicated client service professional to gain exposure to complex wealth management strategies, collaborate with a high-performing, collaborative advisory team, and play an integral role in the continued growth and success of a leading wealth management practice.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Candidates may be required to hold Series 7 & 66 (or 63 & 65) in the future. Those already licensed or minimally hold an SIE will be considered advantageous
• Bachelors Degree
• Foundational knowledge of investment and banking products, wealth management and financial services
• Detail oriented and customer focused; experience working with sophisticated HNW clients preferred
• Professional verbal and written communication
• Prior brokerage or RIA experience advantageous
• Candidates must be prepared to

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday
• This is an in-person/in-office position with a requirement of 4 days per week (generally M-Th, and WFH on Fridays)

Our interview process is designed to provide candidates with the opportunity to meet key partners across the team and may include multiple stages of conversation

Pay Transparency

The salary range for this position is $37.50 - $47.59 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.

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.