Private Wealth, Client Associate (San Francisco, CA)

Citizens Financial; United States; On-site; USD 52,000 - 66,000; Full time

Benefits offered by this job

Competitive pay

Medical/dental/vision

401(k) benefits

Paid time off

Job summary

Citizens Financial in San Francisco seeks a polished Private Wealth Client Service Associate to support a top Wealth Management team. You will lead client onboarding, service existing relationships, and ensure seamless execution of daily needs for a sophisticated client base.

Ideal candidates have foundational wealth-management knowledge, strong communication skills, and a willingness to work in-person with a high-net-worth clientele.

Qualifications

• Bachelor's Degree required.
• 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 onboarding experiences for new and existing relationships.
• Service day-to-day client needs and ensure seamless execution of requests.
• Build trusted relationships with affluent clients and families as a key contact and deliver white-glove service.
• Provide proactive communication with investment updates, market insights, and performance reporting.

Job 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.