Join Citizens as a Wealth Management Client Associate, where you'll engage with affluent clients to provide personalized financial planning. Collaborate with a dedicated team to exceed client expectations and drive financial growth through exceptional service and strategic planning.
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 relevant experience
Experience working with affluent and high-net-worth clients
Minimum of two licenses (SIE, Series 6 or 7, 63 or 66, Life and Health, Accident Insurance Licenses)
Demonstrated success in a client-centric sales environment