Join Citizens as a Wealth Management Client Associate, where you'll engage with affluent clients to provide personalized financial planning and support. Collaborate with Wealth Advisors to exceed client expectations and grow their investments while thriving in a customer-centric culture.
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 for a seamless client experience
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or relevant equivalent experience
Experience working with affluent and high net worth clients
SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements
Excellent written and verbal communication skills
Benefits & Perks
Salary and opportunity to earn incentive compensationSupportive and collaborative workforceAccess to training and tools for career growth