Private Wealth Assistant

Citizens Financial Group • Boston, MA

6d • Onsite

About The Position

Citizens Private Wealth is seeking a highly organized, proactive, and client-focused Private Wealth Assistant to support a Private Wealth Advisory team. The role partners with the team to maintain an exceptional client experience and ensure smooth execution of day-to-day administrative and operational activities. It requires strong organizational skills, sound judgment, discretion, attention to detail, and the ability to manage multiple priorities in a fast-paced, high-touch wealth management practice.

The assistant provides administrative and operational support, serves as a primary client contact, coordinates scheduling and client meetings, assists with onboarding, prepares meeting materials and correspondence, maintains client records, and follows up on client requests. The position is based at one of the listed hiring locations: Boston, Massachusetts; Johnston, Rhode Island; or Stamford, Connecticut. The anticipated start date is January 2027. The schedule is 40 hours per week, Monday through Friday. The salary range is $30.76–$38.94 per hour, with an opportunity to earn additional incentive earnings.

Requirements

• High school diploma, GED, or equivalent combination of education and experience required.
• Strong organizational and time-management skills, including the ability to prioritize multiple tasks and deadlines.
• Excellent written and verbal communication skills.
• Ability to build positive relationships and provide outstanding client service.
• Advanced proficiency in Microsoft Office Suite, including Outlook, Word, Excel, PowerPoint, and Teams.
• Strong attention to detail and commitment to accuracy.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
• Able to work 40 hours per week, Monday through Friday, and come in to one of the listed hiring locations: Boston, MA; Johnston, RI; or Stamford, CT.

Nice To Haves

• Bachelor’s degree preferred.
• Three or more years of administrative, executive assistant, client service, or business support experience in a professional environment preferred.
• Experience supporting a Private Wealth, Private Banking, Wealth Management, Financial Advisory, or similar client-facing financial services team is a plus.
• Experience using Salesforce or similar CRM platforms is advantageous.

Responsibilities

• Provide administrative and operational support to Private Wealth team members and help ensure efficient day-to-day operations.
• Manage calendars, scheduling, and appointment coordination for internal meetings, client reviews, and external engagements.
• Serve as a primary point of contact for clients, providing responsive, professional service by phone and email.
• Assist with new client onboarding by gathering information and documentation needed to establish and maintain client accounts.
• Coordinate and prepare meeting materials, client presentations, reports, and correspondence.
• Process expense reports as needed and support general administrative activities for the advisory team.
• Maintain accurate client records and activity notes in approved CRM platforms and internal systems.
• Follow up promptly on client requests and ongoing service needs.
• Handle confidential client and business information professionally and discreetly.
• Support special projects and other administrative initiatives as assigned.

Benefits

• Competitive pay and opportunity to earn additional incentive earnings.
• Comprehensive medical, dental, and vision coverage.
• Retirement benefits.
• Maternity and paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy that exceeds the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED