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Private Client Associate I
2 months 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 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 I 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
- 2+ 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
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 growthBackground 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.
