Private Wealth Non Registered Client Associate - San Francisco, CA

Private Wealth Non Registered Client Associate - San Francisco, CA Be the First to Apply Job Description As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource for our clients and wealth managers. Your primary responsibilities will include day-to-day support to enhance the effectiveness of wealth managers, utilizing your administrative and operational skills to facilitate business growth while ensuring exceptional client service. In this position, you will attend to client inquiries, process transactions, assist with client onboarding procedures, and maintain accurate documentation, all while upholding client confidentiality. Building and nurturing strong client relationships will be essential to your success in the role. Primary Responsibilities Include: 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. Qualifications Required Strong verbal and written communication skills Strong attention to detail combined with a strong emphasis on client focused approaches Preferred FINRA Series 7 and 66 or 63 and 65 or SIE licenses strongly preferred but not required for application Background in the private wealth management industry Demonstrated past job stability Education Bachelors in a related field, or equivalent work experience including prior brokerage or RIA experience Work Schedule: Monday- Friday; 8-5 PM PT with occasional overtime (OT); 5 days in the office Pay Transparency The salary range for this position is $32 - $44.71 per hour plus an opportunity to earn discretionary incentives. 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 very local and state jurisdiction in the United States. For an overview of our benefits, visit . Required Skills Customer Service Diversity, Equity, Inclusion, and Belonging (DEIB) Document and Records Management Mutual Funds Operational Excellence About Us 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. Equal Employment and Opportunity Employer Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Job Info Job Identification 45757 Job Category Servicing & Operations Posting Date 05/15/2026, 10:23 PM Apply Before 05/29/2026, 04:00 AM Degree Level Bachelor's Degree Job Schedule Full time Job Shift 1st Locations 101 California St, San Francisco, CA, 94111, US Working Hours 40 Career Site Category Wealth and Asset Management #J-18808-Ljbffr Citizens Financial Group, Inc.