Private Wealth Client Concierge & Onboarding

Citizens Bank; 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

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