Wealth Client Success & Onboarding Specialist
Citizens Bank
Citizens Bank is seeking a Wealth Manager Client Service Associate to provide day-to-day support to Wealth Managers in Tampa. The CSA leads onboarding and service for new and existing clients, ensuring smooth account setup and ongoing relationship management. The role focuses on developing strong relationships with high net worth clients, delivering timely investment updates, market insights, and performance reports while maintaining a high level of client service and accuracy. #J-18808-Ljbffr Citizens Bank
Vacancy posted 1 day ago
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