Private Wealth Client Service Associate – Onboarding

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

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.