Private Client Assoc II

1 month ago

Boston, United States Citizens Full time
Job Description

Description

Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty.  Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, while intimately focusing on each client’s unique circumstances.

The Private Client Associate II is responsible for providing day-to-day servicing of client accounts with an emphasis on providing exceptional client service. 

Primary responsibilities include

  • The incumbent is responsible for client relationship management, which includes developing and maintaining strong relationships with high-net worth clients.
  • Additionally, the incumbent is responsible for portfolio management support, financial planning assistance, and account administration.
  • Responsible for client communication
  • Responsible for on-boarding new client relationships, new account applications, and meeting AML requirements
  • Responsible for supporting client requests related to all aspects of the relationship with Citizens (Investments & Banking) including account administration, transaction support, research requests, etc.
  • Responsible for client relationship management, which includes developing and maintaining strong relationships with ultra-high net worth clients and providing top tier service with a white-glove approach.
  • Works along with the teams' advisors and specialized team members to resolve daily client needs
  • Provides resources to advisors for the sales process, and other administrative client and prospect needs, as requested

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Experience working with high-net-worth individuals and/or relationship managers preferred
  • Excellent organizational and interpersonal skills
  • Excellent client service and communication
  • Focus on details and accuracy
  • Tech Savvy and able to work on many systems simultaneously
  • 4+ years' experience in financial services performing investment/client support in a Private Wealth or Private Bank division of a bank preferred
  • Bachelor's Degree preferred

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F

 

LI-Citizens#6

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

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt 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

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

  • Private Client Assoc II

    1 month ago

    Boston, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty.  Citizens Private Wealth...

  • Private Client Assoc II

    1 month ago

    BOSTON, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty.  Citizens Private Wealth...

  • Private Client Advisor II

    6 days ago

    Boston, United States Bank of America Full time

    Private Client Advisor II Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being...

  • Private Client Advisor II

    3 weeks ago

    Boston, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Private Client Advisor II

    3 weeks ago

    Boston, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Private Banker II

    2 days ago

    Boston, Massachusetts, United States First Citizens Bank Full time

    Job SummaryAs a Private Banker II at First Citizens Bank, you will play a critical role in supporting the growth and profitability goals of our Wealth Management division. You will be responsible for developing relationships with high net worth individuals and families to provide customized banking solutions and wealth management services.Key...

  • Assoc Dir

    2 months ago

    Boston, Massachusetts, United States Northeastern University Full time

    Assoc Dir - Events Operations About the Opportunity JOB SUMMARY: Event Management at Northeastern University is currently seeking a talented individual to fill the role of Associate Director of Event Operations. This position reports to the Director of Operations for Event Management and will primarily be responsible for the operations of three major...

  • Client Success Associate

    2 months ago

    Boston, United States Maestro for Private Equity Full time

    About Maestro Maestro is the value creation platform designed exclusively for the Private Equity industry. Backed by S&P Global, Accordion Partners and several General Partners from the PE industry, Maestro helps PE sponsors modernize their operations and maximize value creation within their portfolio through active portfolio management and collaboration...

  • Senior Client Associate, Private Wealth

    2 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in Boston I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Senior Client Associate, Private Wealth

    4 weeks ago

    Boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in Boston Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Senior Client Associate, Private Wealth

    2 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Senior Client Associate, Private Wealth

    2 months ago

    Boston, United States Fanning Personnel, a Division of Masis Staffing Solutions Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Client Service Associate, Private Wealth

    3 weeks ago

    Boston, United States Fanning Personnel Full time

    Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Client Service Associate, Private Wealth

    1 week ago

    boston, United States Fanning Personnel Full time

    Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Client Service Associate, Private Wealth

    7 days ago

    boston, United States Fanning Personnel Full time

    Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Client Service Associate, Private Wealth

    3 weeks ago

    Boston, United States Fanning Personnel Full time

    Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Private Client Legal Executive Support

    2 weeks ago

    Boston, Massachusetts, United States Boston Hire Full time

    Trust & Estates Legal Executive Assistant plays a pivotal role in delivering high-level administrative support while acting as a vital partner to attorneys in managing their practices. This position is perfect for a proactive individual who can uphold confidentiality and work both autonomously and as part of a team.KEY RESPONSIBILITIES:Act as a primary...

  • Tax Senior Associate

    3 months ago

    Boston, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Private Client Regional Manager

    1 month ago

    BOSTON, United States Citizens Full time

    DescriptionCitizens Wealth Management is honored to be a high-quality provider in the investment services industry and is focused on growing our market share in our expanding footprint. As part of our team, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself. In the role of the Private Client...

  • 2025 Tax Staff I

    4 weeks ago

    Boston, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools...