Description

Citizens Private Wealth is charging forward with bold momentum—accelerating our strategy to elevate Wealth Management, scale Business Banking, grow deposits, and expand into high-potential markets nationwide in partnership with our Private Banking teams. As part of this dynamic evolution, we’ve strengthened our leadership with a powerhouse at the helm of Citizens Private Wealth Managers—driving a nationwide initiative to attract elite, high-performing WM teams. Together, we’re building something extraordinary.

With over $20 billion in assets under management and advisement, Citizens Private Wealth delivers a comprehensive suite of services, deep expertise, and cutting-edge research—all while maintaining a personalized, client-first approach. We’re on the lookout for top-tier professionals who are passionate about delivering a gold-standard client experience—those who inspire long-term loyalty and thrive in a high-performance, collaborative environment. 

As the Private Wealth Registered Client Associate, you will play a pivotal role in delivering exceptional client service and support within the wealth management space. You will work closely with Wealth Managers and Client Relationship Managers on the team to ensure a seamless client experience and provide administrative and operational support to meet client needs effectively.

Primary responsibilities include

Serve as a main point of contact for clients, proactively addressing and resolving client inquiries in a timely and professional manner, escalating issues to the wealth manager as necessaryDevelop and nurture positive relationships with high-net-worth clients, wealth managers, and wealth management team membersCoordinate client meetingsProcess and monitor client transactions; assist with onboarding and account openingsCollaborate with internal teams such as Compliance, Operations, and Finance to resolve client issuesConduct periodic reviews of client accounts ensuring prompt and complete resolution

Qualifications, Education, Certifications, and/or Other Professional Credentials

Bachelor’s degree in finance or similar, requiredPrevious client service and administrative experience within Wealth Management, strongly preferredMinimum 3+ years of relevant financial Industry experience (i.e., prior brokerage or RIA) requiredDemonstrated ability to manage multiple priorities with strong organizational and time management skillsExceptional interpersonal communication skills, both written and verbalProven track record of providing high-quality, professional client service with a polished and approachable demeanorThrives in dynamic, fast-paced environments and proactively anticipates and responds to client needsFINRA Series 7 and 66 (or 63/65) licenses strongly preferred; candidates without these certifications are encouraged to apply if interested in pursuing and meet the minimum qualifications

Hours & Work Schedule

Hours per Week: 40Work Schedule: Monday - FridayWork Structure: In-office/In-person position in our Naples, FL location

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

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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.