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Private Client Associate

Wealth and Asset Management

Tarrytown, New York

Description

The Private Client Associate's primary responsibility is to provide personalized service to our Private Wealth clients for their day to day needs. The Private Client Associate has a passion for providing exceptional banking service to clients.  

Primary responsibilities include: 

  • Onboarding new client relationships, new account applications, and meeting AML requirements
  • Supporting client requests related to all aspects of the relationship with Citizens (Investments & Banking)
  • Ensuring all clients are contacted on a recurring basis to ensure that they receive the highest level of service. Logging all activities into CRM system (Salesforce)
  • Working along with the team's advisors and specialized team members to resolve daily client needs
  • Providing resources to advisors for the sales process, development of pitch books, performance books, and other client and prospect needs
  • Expanding client relationships through delivery of the broad set of the banks services and capabilities.

Qualifications/Experience:

  • Experience working with high-net-worth individuals
  • Experience working in a Private Wealth or Private Bank division of a bank
  • Excellent organizational and interpersonal skills
  • Excellent client service and communication skills
  • Focus on details and accuracy
  • Tech Savvy and able to work on many systems simultaneously
  • 3 + years of experience in Private Banking and/or Investments preferred

Education, Certifications and/or Other Professional Credentials:

  • High School diploma or equivalent required
  • Bachelor's Degree preferred 

Ideal candidates include those who have previous experience working in a Private Wealth or Private Bank division of a bank or have worked several years within a banking branch network and is very familiar with banking solutions.  

Hours and Work Schedule:

Hours per week: 40

Work Schedule: M - F 

Pay Transparency 

The salary range for this position is $33 - $45 per hour. 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 https://jobs.citizensbank.com/benefits.

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

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

View Benefits

Awards We've Received

2024

FORTUNE’s World’s Most Admired Companies

2024

Human Rights Campaign Corporate Equality Index 100 Award

2024

Military Friendly® Employer

2023

Age-Friendly Institute's Certified Age-Friendly Employer

2023

Bloomberg Gender Equality Index, Standout

2023

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

2023

DiversityInc
Top Regional Company for Diversity

2023

Forbes America's Best Large Employers

2023

National Organization on Disability's Leading Disability Employer

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