PW Client Associate

Citizens Bank; Village of Tarrytown (NY); Hybrid; USD 52,000 - 66,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Education reimbursement

Wellness programs

Flexible work arrangements

Paid time off policy exceeding local/州

Job summary

Citizens Bank's Wealth Management team is seeking a Client Service Associate to support Wealth Managers with day-to-day client service, onboarding, and relationship management for high-net-worth clients.

The CSA communicates investment updates, market insights, and performance reports, ensuring accurate information and strong client education.

In-office collaboration is required with occasional work-from-home; you will coordinate with the team to maintain exceptional service standards.

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.
• Manage client relationships with high-net-worth clients.
• Communicate investment updates, market insights and performance reports.

Skills

Brokerage knowledge

Customer service

Verbal communication

Written communication

Attention to detail

Brokerage/RIA 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
• Required in office 4 days at location posted/1 day work from home

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.

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.