Private Wealth Client Associate - San Francisco, CA

The Client Associate is responsible for providing day-to-day support to Financial Advisors. The Client Associate helps lead onboarding and maintenance 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.

Primary responsibilities include

• Responsible for portfolio management support, financial planning assistance, and account administration, including maintaining the requisite account documentation and monitoring pending transactions to ensure their prompt and complete resolution. 
• Oversee the execution of daily transactions.
• Develop and nurture positive relationships with high-net-worth clients, wealth managers, and wealth management team members.
• Assist with client onboarding processes, including but not limited to the establishment of new accounts.

Qualifications, Education, Certifications and/or Other Professional Credentials

• FINRA license Series 7 & 66 or 63/65 strongly preferred
• Undergraduate degree a plus
• Strong knowledge of investment and banking products and job-related experience (in Wealth, brokerage or RIA experience)
• Detail oriented and customer focused
• Professional verbal and written communication
• Background in private wealth management industry is advantageous

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday- Friday

Pay Transparency 

The salary range for this position is $32-$41 per hour. Actual pay is based on various factors including but not limited to the 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 very 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.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

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.