Private Client Assoc II

Description

The Private Client Assoc II is responsible for providing day-to-day servicing of client accounts with an emphasis on providing exceptional client service.

Primary responsibilities include

• The incumbent is responsible for client relationship management, which includes developing and maintaining strong relationships with high-net worth clients.

• Additionally, the incumbent is responsible for portfolio management support, financial planning assistance, and account administration.

• Responsible for client communication

• Responsible for on-boarding new client relationships, new account applications, and meeting AML requirements

• Responsible for supporting client requests related to all aspects of the relationship with Citizens (Investments & Banking) including account administration, transaction support, research requests, etc.

• Responsible for client relationship management, which includes developing and maintaining strong relationships with ultra-high net worth clients and providing top tier service with a white-glove approach.

• Works along with the teams' advisors and specialized team members to resolve daily client needs

• Provides resources to advisors for the sales process, and other administrative client and prospect needs, as requested

Qualifications, Education, Certifications and/or Other Professional Credentials

• Experience working with high-net-worth individuals and/or relationship managers preferred

• Excellent organizational and interpersonal skills

• Excellent client service and communication

• Focus on details and accuracy

• Tech Savvy and able to work on many systems simultaneously

• 4+ years' experience in financial services performing investment/client support in a Private Wealth or Private Bank division of a bank preferred

• Bachelor's Degree preferred

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

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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.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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.

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Awards We've Received

Disability Equality Index Best Places to Work for People with Disabilities

Fair360 Top Regional Company

FORTUNE's World's Most Admired Companies

Human Rights Campaign Corporate Equality Index 100 Award

Military Friendly Employer

Age-Friendly Institute's Certified Age-Friendly Employer

Bloomberg Gender Equality Index, Standout

Dave Thomas Foundation's Best Adoption-Friendly Workplace

Forbes America's Best Large Employers