Private Wealth, Client Associate (San Francisco, CA)
About The Position
The Private Wealth, Client Service Associate (CSA) supports one of Citizens Private Wealth’s top-performing Wealth Management teams in the San Francisco market. This highly visible role partners closely with experienced Wealth Managers and serves a sophisticated, high-net-worth client base, helping deliver an exceptional client experience throughout each stage of the relationship. The CSA leads client onboarding, services existing relationships, and ensures seamless execution of day-to-day client needs. The role builds trusted relationships with affluent clients and their families, acting as a key point of contact and providing tailored, white-glove service. It also supports ongoing engagement through proactive communication, investment updates, market insights, and performance reporting, helping strengthen and deepen client relationships. This position offers exposure to complex wealth management strategies and collaboration with a high-performing advisory team. It is an in-person/in-office role requiring attendance four days per week, generally Monday through Thursday, with work from home on Fridays. The schedule is 40 hours per week, Monday through Friday.
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.
- Prepared to meet additional requirements (the posting ends this qualification with “Candidates must be prepared to” but does not specify what follows).
Nice To Haves
- Already holding Series 7 and Series 66, or Series 63 and Series 65 licenses, may be advantageous; candidates may be required to obtain these in the future.
- Holding at least an SIE is advantageous.
- Experience working with sophisticated high-net-worth clients is preferred.
- Prior brokerage or registered investment adviser (RIA) experience is advantageous.
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’ unique financial goals.
- Support ongoing client engagement through proactive communication.
- Share investment updates, market insights, and performance reporting.
- Help strengthen and deepen client relationships.
- Collaborate with Wealth Managers and the advisory team.
Benefits
- Competitive pay and the opportunity to earn additional discretionary incentive earnings.
- Comprehensive medical coverage.
- Dental coverage.
- 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 requirements in every U.S. local and state jurisdiction.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
