Private Wealth Client Associate - San Francisco, CA

Citizens Bank • San Francisco, CA

251d • $32 - $41

About The Position

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.

Requirements

• 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.

Responsibilities

• 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.

Benefits

• Competitive pay.
• Comprehensive medical, dental and vision coverage.
• Retirement benefits.
• Maternity/paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy exceeds the mandatory, paid sick or paid time-away policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree