Private Wealth, Client Associate (San Francisco, CA)

Citizens Financial Group • San Francisco, CA

6d • Hybrid

About The Position

The Private Wealth, Client Service Associate (CSA) supports a top-performing Citizens Private Wealth team in San Francisco and helps deliver an exceptional experience to sophisticated, high-net-worth clients. The role partners closely with Wealth Managers and serves as a key contact for affluent clients and their families, providing attentive service tailored to their financial goals.

The CSA leads client onboarding, services existing relationships, and coordinates day-to-day client needs. The role also supports ongoing engagement through proactive communication, investment updates, market insights, and performance reporting. It offers exposure to complex wealth management strategies and the opportunity to contribute to the growth of a collaborative advisory team.

This is an in-person/in-office position requiring four days per week, generally Monday through Thursday, with work from home on Fridays. The schedule is Monday through Friday, 40 hours per week.

Requirements

• Bachelor's degree.
• Foundational knowledge of investment and banking products, wealth management, and financial services.
• Detail-oriented and customer-focused approach.
• Professional verbal and written communication skills.
• Candidates may be required to hold Series 7 and 66, or Series 63 and 65, in the future.

Nice To Haves

• Existing securities licenses or at least an SIE.
• Experience working with sophisticated high-net-worth clients.
• Prior brokerage or registered investment adviser (RIA) experience.

Responsibilities

• Lead client onboarding.
• Service existing client relationships and ensure seamless execution of day-to-day client needs.
• Build trusted relationships with affluent clients and their families, serving as a key point of contact.
• Provide white-glove service tailored to clients' financial goals.
• Support ongoing client engagement through proactive communication.
• Share investment updates, market insights, and performance reporting.
• Help strengthen and deepen client relationships.
• Partner with Wealth Managers and support the advisory team's continued growth and success.

Benefits

• Competitive pay.
• Comprehensive medical, dental, and vision coverage.
• Retirement benefits.
• Maternity and paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy exceeding mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction.
• Opportunity to earn additional discretionary incentive earnings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level