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Citizens · 10 hours ago

Private Wealth Client Associate (NY/FL)

Tarrytown, NY

Full-time

Hybrid

New Grad, Entry Level

$32/hr - $40/hr

Citizens is a financial institution seeking a Private Wealth Client Service Associate to enhance the effectiveness of wealth managers and provide exceptional client service. The role involves addressing client inquiries, processing transactions, assisting with client onboarding, and maintaining accurate documentation while fostering strong client relationships.

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Responsibilities

Proactively address and resolve client inquiries in a timely and professional manner, escalating issues to the wealth manager as necessary

Develop and nurture positive relationships with high-net-worth clients, wealth managers, and wealth management team members

Oversee the execution of daily transactions

Assist with client onboarding processes, including but not limited to the establishment of new accounts

Uphold compliance standards by obtaining and maintaining the requisite account documentation

Monitor pending transactions to ensure their prompt and complete resolution

Qualification

FINRA Series 7 & 66Bachelor’s DegreePrivate wealth managementVerbal communicationWritten communicationAttention to detail

Required

FINRA Series 7 & 66 or 63/65 licenses (SIE required at a minimum)

Bachelor's Degree or equivalent job-related experience

Strong verbal and written communication skills

Attention to detail, combined with a strong emphasis on client-focused approaches

Preferred

Background in private wealth management industry is advantageous

Benefits

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 of very local and state jurisdiction in the United States

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828