What are the responsibilities and job description for the Private Client Associate II position at Citizens?
DescriptionClarfeld Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm.
For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services;
comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services.
Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles.
Clarfeld presently manages and advises on over $17 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.
The Private Client Associate II is responsible for providing day-to-day servicing of client accounts. Additionally, this area relieves relationship managers from performing various account specific administrative responsibilities and / or provide basic servicing to lower maintenance accounts.
In addition to these services, the associate typically acts as a lead, coordinating the work of others but not a supervisor and works autonomously within established procedures and practices.
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 and education, which includes the communication of investment updates, market insights, and performance reports to clients.
Qualifications, Education, Certifications and / or Other Professional Credentials Experience working with high net worth individuals 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 3 years experience in Banking and Investments required High School diploma or equivalent 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.
Passion for providing exceptional banking service to clients Hours & Work Schedule Hours per Week : 40 Work Schedule : M-F Pay Transparency The salary range for this position is $39 - $42 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 OpportunityAt 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 EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities.
When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Salary : $39 - $42
