Private Client Associate

1 month ago

Johnston, United States Citizens Full time
Job Description

Description

Private Client Associates / Admin Support - (PCAs) are responsible for providing personalized, high-touch service to Private Wealth clients for day-to-day needs. Private Client Associates work with wealth advisors and investment managers to resolve client needs daily. The Private Client Associates have direct client interaction on a daily basis. Private Client Associates provide resources to the advisors for the sales and review processes and support all client requests related to all aspects of the relationship with Citizens while ensuring the highest level of client service. 

Primary responsibilities include

  • Responsible for supporting On-Boarding new client relationships, new account applications, and meeting AML requirements
  • Works along with the teams advisors and specialized team members to resolve daily client needs
  • Provides resources to advisors for the sales process, development of pitch books, performance books, and other client and prospect needs

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Knowledge of Outlook, Word and Excel (templates and creation)
  • Must be able to multi-task, prioritize and consistently deliver a high-quality product
  • Must be able to work productively, independently and as a member of a group
  • Must be organized and detail oriented
  • Analytical, self-starter
  • Must be able to communicate in a clear and concise manner
  • Experience in financial services a plus
  • Bachelor's Degree Preferred

Hours & Work Schedule

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

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.

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