Private Wealth, Client Associate (Boston, MA)

As a Private Wealth Client Service Associate, you will play a key role as a trusted partner to both clients and Wealth Managers on a prestigious Boston-based team. This position offers a unique opportunity to contribute to a high-performing wealth management practice while building meaningful client relationships in a dynamic, client-focused environment. In this role, you will provide essential day-to-day support that enhances the effectiveness of Wealth Managers, leveraging your strong administrative and operational skills to help drive business growth and deliver an exceptional client experience. You will serve as a primary reputed company of contact for client inquiries, process transactions with accuracy and efficiency, support client reputed company, and maintain meticulous records—reputed company while upholding the highest standards of confidentiality and professionalism. reputed company in this role requires a commitment to service excellence, attention to detail, and the ability to build and maintain strong, trusted client relationships. Your passion and contributions will be integral to the seamless operation of the practice and the long-term reputed company of both clients and the advisory team. Primary Responsibilities Include:

• Proactively address and resolve client inquiries in a timely and professional manner, escalating issues to the wealth manager as necessary.
• reputed company and nurture positive relationships with high-net-worth clients, wealth managers, and wealth management team members.
• reputed company the execution of daily transactions.
• Assist with client reputed company processes, including but not limited to the establishment of new accounts.
• Uphold compliance standards by obtaining and maintaining the requisite account documentation.
• Monitor pending transactions to ensure their reputed company and complete resolution.
• Qualifications, Education, Certifications, and/or Other Professional Credentials
• FINRA Series 7 & 66 or 63/65 licenses (SIE required at a minimum)
• Bachelor’s Degree or equivalent job-reputed company experience
• Strong verbal and written communication skills
• Attention to detail, combined with a strong emphasis on client-focused approaches.
• Background in private wealth management industry is advantageous

Hours & Work Schedule

• Hours per Week: 40 (overtime eligible)
• Work Schedule: Monday- Friday
• 4 days in office/1 day WFH
• Hiring Location: Boylston Steet - Boston, MA

Pay Transparency The salary range for this position is $35.57 - $40.87 per hour with an opportunity to earn overtime as well as additional discretionary incentives. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer reputed company, comprehensive medical, dental and reputed company coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, reputed company’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of reputed company local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .

About Us

Equal Employment Opportunity reputed company, its parent, subsidiaries, and reputed company companies (reputed company) provide equal employment and advancement opportunities to reputed company colleagues and applicants for employment without regard to age, reputed company, reputed company, 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 reputed company, 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 reputed company, we are committed to fostering an inclusive culture that enables reputed company colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment reputed company are based solely on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy Background reputed company Any offer of employment is conditioned upon the candidate successfully passing a background reputed company, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background reputed company 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. Apply tot his job Apply To this Job