Wealth Manager Client Service Associate
2 weeks ago
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 continuing to look for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty to join our growing team. Additionally, a dynamic, industry leader has been appointed as Head of Citizens Private Wealth Managers to oversee this strategy. This individual is leading efforts to attract top-quality wealth managers and their teams from across the U.S. to grow our business. To date, 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 clients unique circumstances.
The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to specific Wealth Managers and is part of the support team. 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/ ultra HNW 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 (not required for application)
+ Undergraduate degree a plus
+ Foundational knowledge of investment/wealth and banking products
+ Detail oriented and customer focused
+ Professional verbal and written communication; very polished
+ Prior brokerage or RIA experience strongly preferred
Hours & Work Schedule
+ Hours per Week: 40
+ Work Schedule: Monday - Friday
#LI-Citizens6
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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, colleagues or a dependents 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 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
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.
09/06/2024
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