PW Client Associate

Wealth Manager Client Service Associate

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes developing and maintaining strong relationships with high net worth clients. Lastly, he/she is responsible for client communication and education, which includes the communication of investment updates, market insights, and performance reports.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Candidates may be required to hold Series 7 & 66 or 63/65
• Undergraduate degree a plus
• Foundational knowledge of investment and banking products
• Detail oriented and customer focused
• Professional verbal and written communication
• Prior brokerage or RIA experience

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday
• Required in office 4 days at location posted/1 day work from home

Pay Transparency

The salary range for this position is $37.50 - $47.59 per hour, plus an opportunity to earn additional discretionary incentive earnings. Actual pay is based on various factors including but not limited to the budget, 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

Required Skills

• Customer Service
• Customer Support Trends
• Diversity, Equity, Inclusion, and Belonging (DEIB)
• Document and Records Management
• Financial Record Keeping
• Issue Resolution/Escalation
• 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.