PW Client Associate

Citizens Bank; Tampa (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Citizens Bank is seeking a Wealth Manager Client Service Associate to provide day-to-day support to Wealth Managers in Tampa. The CSA leads onboarding and service for new and existing clients, ensuring smooth account setup and ongoing relationship management.

The role focuses on developing strong relationships with high net worth clients, delivering timely investment updates, market insights, and performance reports while maintaining a high level of client service and accuracy.

Qualifications

• 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.

Responsibilities

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

Skills

Relationship management

Attention to detail

Verbal and written communication

Customer service

Series 7 & 66 or 63/65

Brokerage experience

Education

Undergraduate degree (preferred)

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

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.