Private Wealth Registered Client Associate (Licensed)

Citizens Bank•San Francisco, CA

31d•$42 - $53•Hybrid

About The Position

Citizens is seeking exceptional talent to join one of our sophisticated, high-end Private Wealth teams based in San Francisco. This team is renowned for delivering personalized, world-class service to an exclusive clientele, and we are looking for added support to help us continue exceeding expectations. As a Registered Client Associate on this team, you will play a pivotal role in delivering exceptional client service and support within the wealth management space. You will work closely with Wealth Managers and Client Relationship Managers to ensure a seamless client experience and provide administrative and operational support to meet client needs effectively. Only candidates with active/required FINRA License will be considered.

Requirements

Bachelor’s degree in finance or similar
Previous client service and administrative experience within Wealth Management
3+ Years of relevant industry experience
Strong intrapersonal skills
Series 7, 66 licensed (or 63/65) Required
Skilled in building trust and managing relationships in fast-paced, high-touch environments.

Responsibilities

Client relationship management, which includes developing and maintaining strong relationships with high net worth/ultra HNW clients.
Client communication and education, which includes the communication of investment updates, market insights, and performance reports
Serve as a main point of contact for clients and anticipating needs
Coordinate client meetings
Process client transactions
Collaborate with internal teams such as Compliance, Operations, and Finance to resolve client issues and enhance client satisfaction
Conduct periodic reviews of client accounts