Wealth Management Client Specialist
Citizens
Citizens Wealth Management is seeking a Wealth Manager Client Service Associate to provide day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients, building strong relationships with high net worth clients and delivering timely investment updates and reports. The role emphasizes client communication, education, and collaboration within a team that prioritizes service excellence, compliance, and thoughtful guidance to protect and grow client wealth. #J-18808-Ljbffr Citizens
Vacancy posted 1 day ago
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