Wealth Management Client Concierge
Citizens Bank
Citizens Bank in New York is seeking a Wealth Manager Client Service Associate (CSA) to provide support to Wealth Managers. This role leads onboarding and service for clients while being responsible for developing and maintaining relationships with high net worth individuals. Candidates should ideally hold Series 7 and 66 licenses and possess an undergraduate degree, along with knowledge of investment and banking products. The position requires excellent communication skills and a customer-focused approach. #J-18808-Ljbffr Citizens Bank
Vacancy posted 2 days ago
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