More jobs:
Wealth Management Client Services Associate
Job in
Mount Vernon, Westchester County, New York, 10553, USA
Listed on 2026-07-27
Listing for:
Citizens Bank
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Citizens Bank is seeking a Wealth Manager Client Service Associate to support Wealth Managers with onboarding and ongoing client service. The CSA will manage client relationships with high net worth clients, ensuring clear communication of investment updates and performance reports.
The role emphasizes client education, strong communication skills, and the ability to coordinate onboarding activities for new and existing clients within a banking/wealth management environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×