Private Wealth, Client Associate
Citizens Wealth Management
San Francisco, CA0–2 yrs1d agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- NetworkingCustomer serviceOnboarding
- Work
- On-site in San Francisco
- Pay
- $37.5–$47.59 an hour
- Skill demand
- Customer service50%Networking14%Onboarding12%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 3, 2026 · still open
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About the Role
The Private Wealth, Client Service Associate (CSA) supports a top-performing Wealth Management team in the San Francisco market. This role partners with Wealth Managers to serve high-net-worth clients, ensuring an exceptional client experience. The CSA leads client onboarding, services existing relationships, and manages day-to-day client needs.
Key Responsibilities
- Lead client onboarding.
- Service existing client relationships.
- Ensure seamless execution of day-to-day client needs.
- Build trusted relationships with affluent clients and their families.
- Act as a key point of contact.
- Provide tailored white-glove service.
- Support ongoing client engagement through proactive communication.
- Share investment updates, market insights, and performance reporting.
- Strengthen and deepen client relationships.
Requirements & Tech Stack
- Foundational knowledge of investment and banking products, wealth management, and financial services.
- Detail oriented and customer focused.
- Professional verbal and written communication.
- Prepared to adhere to 40 hours per week, Monday - Friday schedule.
- In-person/in-office position requiring 4 days per week (generally M-Th, with WFH on Fridays).
Qualifications
- Bachelors Degree.
- Experience working with sophisticated HNW clients preferred.
- Prior brokerage or RIA experience advantageous.
- Candidates may be required to hold Series 7 & 66 (or 63 & 65) in the future.
- Those already licensed or minimally hold an SIE will be considered advantageous.
Salary Range: $37.50 - $47.59 per hour, plus opportunity for discretionary incentive earnings.
Benefits include comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, and wellness programs.