Citizens Bank Private Bank Client Service Associate in Southfield, Michigan
The Private Client Associate role at Citizens Private Wealth Management is accountable for providing exceptional service to our high net worth clients and is part of our client facing advisor teams. The advisor teams are the face of the Citizen’s Private Wealth business. The Private Client Associate assists the team in new client on-boarding and client retention through day-to day support of client needs. This person will need to understand the wealth management industry and have experience in working with clients on matters related to investments, banking, trust services and financial planning.The Private Client Associate's primary responsibility is to provide personalized service to our Private Wealth clients for their day to day needs. 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 but not limited to cash management, financial transactions, account maintenance and reportingResponsible for ensuring all clients are contacted on a recurring basis to ensure that they receive the highest level of service. Logs all activities into CRM system (Salesforce) Works along with the teams advisors and specialized team members to resolve daily client needs Provides resources to advisors for the sales process, development of pitch books, performance books, and other client and prospect needs Expand client relationships through delivery of the broad set of the banks services and capabilities
·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/or Investments ·High School diploma or equivalent ·Bachelor's Degree preferred (or 3+ years experience)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. He/She has a passion for providing exceptional banking service to clientsHours & Work ScheduleHours per Week: 40Work Schedule: M-FWhy Work with 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.Equal Employment and Opportunity Employer/Disabled/VeteranIt is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.Equal Opportunity & Affirmative Action Employer Disabled/VeteranCitizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.