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Citizens Bank Logo Citizens Bank · Finance

Private Wealth, Client Associate

United States of America, New York Employment contract 35.00 - 44.00 USD / Hour · Job Posted May 16, 2026

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Job Description

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service 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.

Job Responsibility

  • Provide day-to-day support to Wealth Managers
  • Lead onboarding and service for new and existing clients
  • Client relationship management, including developing and maintaining strong relationships with high net worth clients
  • Client communication and education, including communication of investment updates, market insights, and performance reports

Requirements

  • Candidates may be required to hold Series 7 & 66 or 63/65
  • Undergraduate degree a plus
  • Foundational knowledge of investment and banking products
  • Detail oriented and customer focused
  • Professional verbal and written communication
  • Prior brokerage or RIA experience

What we offer

  • Competitive pay
  • Comprehensive medical, dental and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
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