As a Workplace Planning Associate at Citizens, you will engage with affluent clients to provide exceptional financial planning services. Collaborating with a dedicated team, you'll drive client satisfaction and help clients achieve their financial goals through personalized strategies.
Key Responsibilities
Acquire and onboard new affluent and high-net-worth clients
Grow net deposits, investments, and lending balances
Deepen and retain client relationships through proactive engagements
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues in other lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3-5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
A minimum of two licenses (SIE, Series 6 or 7, 63 or 66, Life and Health, Accident Insurance Licenses)
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners