PW Client Associate

Citizens Bank
United States
Workplace: HybridFull timeUSD 37.5 - 47.59 hourlyFunction: Customer Success & Account ManagementEducation: associatesSkills: ["Customer focus","Attention to detail","Communication","Relationship building","Issue resolution"]

Support Wealth Managers by leading onboarding and day-to-day service for new and existing high net worth clients. Manage client relationships, provide clear client communication and education, and share investment updates, market insights, and performance reporting. Work 40 hours per week on a Monday–Friday schedule with required in-office days, helping maintain strong client experience across wealth and asset management services.

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Citizens Bank
Citizens Bank
4 days ago

PW Client Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Support Wealth Managers by leading onboarding and day-to-day service for new and existing high net worth clients. Manage client relationships, provide clear client communication and education, and share investment updates, market insights, and performance reporting. Work 40 hours per week on a Monday–Friday schedule with required in-office days, helping maintain strong client experience across wealth and asset management services.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Provide day-to-day support to Wealth Managers.
  • •Lead onboarding and service for new and existing clients.
  • •Manage client relationships, developing and maintaining strong relationships with high net worth clients.
  • •Communicate investment updates, market insights, and performance reports.
  • •Deliver client communication and education.

Pay and Benefits

Salary: USD 37.5 - 47.59 hourly
Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeavePaternity LeaveLearning BudgetWellness StipendPaid Leave

Key Requirements

  • •May be required to hold Series 7 & 66 or 63/65.
  • •Undergraduate degree is a plus.
  • •Foundational knowledge of investment and banking products.
  • •Detail oriented and customer focused.
  • •Prior brokerage or RIA experience.
Experience:Wealth managementBrokerageRIA
Education:Associate's
Skills:Customer focusAttention to detailCommunicationRelationship buildingIssue resolution
Licenses:Series 7 & 66Series 63/65

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website