Private Wealth, Client Associate

Citizens Financial Group • New York, NY

2d • Onsite

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
• Candidates may be required to hold Series 7 & 66 or 63/65

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree