PW Client Associate

Citizens; Tampa (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Citizens Wealth Management is seeking a Wealth Manager Client Service Associate to provide day-to-day support to Wealth Managers, lead onboarding for new and existing clients, and maintain relationships with high net worth clients. The role includes communicating investment updates, market insights, and performance reports.

The CSA will focus on client communication, education, and delivering superior service within a 40-hour work week, Monday through Friday, in a United States-based location.

Qualifications

• Hold Series 7 & 66 or 63/65 (required).
• 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

• Provide day-to-day support to Wealth Managers.
• Lead onboarding and service for new and existing clients.
• Develop and maintain relationships with high net worth clients.
• Communicate investment updates, market insights, and performance reports.

Skills

Detail oriented

Customer focused

Verbal communication

Written communication

Brokerage experience

Education

Undergraduate degree (nice to have)

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

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.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Posting End Date: 09/01/2026