PW Client Associate
Citizens Financial Group•Tarrytown, NY
•Hybrid
About The Position
The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. 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 clients. Lastly, he/she is responsible for client communication and education, which includes the communication of investment updates, market insights, and performance reports.
Requirements
- Foundational knowledge of investment and banking products
- Detail oriented and customer focused
- Professional verbal and written communication
- Prior brokerage or RIA experience
Nice To Haves
- Undergraduate degree a plus
Responsibilities
- Providing day-to-day support to Wealth Managers.
- Leading onboarding and service for new and existing clients.
- Client relationship management, including developing and maintaining strong relationships with high net worth clients.
- Client communication and education, including the communication of investment updates, market insights, and performance reports.
Benefits
- Comprehensive medical, dental and vision coverage
- Retirement benefits
- Maternity/paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
