Private Wealth, Client Associate
Citizens
San Francisco, CA0–2 yrs5h 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
- Not stated by the employer.
- Skill demand
- Customer service36%Networking13%Onboarding8%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 8, 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 San Francisco, partnering with Wealth Managers to serve high-net-worth clients and deliver an exceptional client experience. This role is key to onboarding new clients, servicing existing relationships, and managing day-to-day client needs. The CSA will build trusted relationships with affluent clients and their families, acting as a primary point of contact and providing tailored service for their financial goals.
Key Responsibilities
- Lead client onboarding.
- Service existing client relationships.
- Ensure seamless execution of day-to-day client needs.
- Act as a key point of contact for clients.
- Provide white-glove service tailored to unique financial goals.
- Support ongoing client engagement through proactive communication.
- Share investment updates, market insights, and performance reporting.
- Help strengthen and deepen client relationships.
Requirements & Tech Stack
- Bachelors Degree
- Foundational knowledge of investment and banking products, wealth management, and financial services.
- Detail-oriented and customer-focused.
- Professional verbal and written communication.
- Experience working with sophisticated HNW clients is preferred.
- Prior brokerage or RIA experience is advantageous.
- Must be prepared to obtain Series 7 & 66 (or 63 & 65) in the future. Holding these licenses or at least an SIE is considered advantageous.
Work Schedule
- Hours per Week: 40
- Work Schedule: Monday - Friday
- In-person/in-office: Required 4 days per week (generally M-Th, with WFH on Fridays).