Private Wealth Registered Client Associate; Licensed

Description

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.

• 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

• 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.

• Hours per Week: 40, plus opportunity to earn overtime
• Work Schedule:
  
  Monday – Friday
• Incumbent required in office 4 days/week with ability to work from home 1 day per week

The salary range for this position is $41.69- $52.88 hourly, plus an opportunity to earn discretionary incentives under the wealth manager compensation plan. Role is overtime eligible. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.