Private Wealth Registered Client Associate; Licensed

Position: Private Wealth Registered Client Associate (Licensed)

Citizens is seeking exceptional talent to join one of our sophisticated, high-end Private Wealth teams based in San Francisco. This team is renowned for delivering personalized, world-class service to an exclusive clientele, and we are looking for added support to help us continue exceeding expectations.

As a Registered Client Associate on this team, you will play a pivotal role in delivering exceptional client service and support within the wealth management space. You will work closely with Wealth Managers and Client Relationship Managers to ensure a seamless client experience and provide administrative and operational support to meet client needs effectively. Only candidates with active/required FINRA License will be considered.

Primary

responsibilities include

• Client relationship management, which includes developing and maintaining strong relationships with high net worth/ultra HNW clients.

• Client communication and education, which includes the communication of investment updates, market insights, and performance reports

• Serve as a main point of contact for clients and anticipating needs

• Coordinate client meetings

• Process client transactions

• Collaborate with internal teams such as Compliance, Operations, and Finance to resolve client issues and enhance client satisfaction

• Conduct periodic reviews of client accounts

Qualifications, Education, Certifications, and/or Other Professional Credentials

• Bachelor’s degree in finance or similar

• Previous client service and administrative experience within Wealth Management

• 3+ Years of relevant industry experience

• Strong intrapersonal skills

• Series 7, 66 licensed (or 63/65) Required

• Skilled in building trust and managing relationships in fast-paced, high-touch environments.

Hours & Work Schedule

• Hours per Week: 40, plus opportunity to earn overtime

• Work Schedule:
  
  Monday – Friday

• Incumbent required in office 4 days/week with ability to work from home 1 day per week

Pay Transparency

The salary range for this position is $41.69- $52.88 hourly, plus an opportunity to earn discretionary incentives under the wealth manager compensation plan. Role is overtime eligible. Actual pay is based on various factors including but not limited to the 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  .

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

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.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.

Any offer of employment will include further information.

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