Private Wealth Admin & Client Services Specialist

Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a prestigious Private Wealth Advisory team. The role emphasizes client-focused service, day-to-day administration, and operational excellence in a fast-paced wealth management environment.

The ideal candidate will have 3+ years of related experience, strong organizational skills, and proficiency in Microsoft Office;
Salesforce experience is a plus.

We invite applications for the Private Wealth Admin & Client Services Specialist position located in Boston, MA, United States.

The position is based in Boston, MA, United States.

This opportunity is part of our work in Finance, Management & Operations.

The advertised compensation is 42.000 - 54.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Private Wealth Admin & Client Services Specialist role in the description above.