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Job Description
Join Citizens as a Wealth Management Client Associate, where you'll engage with affluent clients, provide personalized financial planning, and collaborate with Wealth Advisors to help clients meet their financial goals. Enjoy a supportive culture focused on continuous improvement and client satisfaction.
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 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
Minimum of two licenses required: SIE, Series 6 (or 7), 63 (or 66), and 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
Knowledge of industry regulatory requirements
Excellent written and verbal communication skills
Benefits & Perks
Opportunity to earn Incentive compensationCustomer-centric cultureSupportive and collaborative workforceAccess to training and tools for career growth