Private Wealth Non Registered Client Associate - San Francisco, CA

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    "ExternalDescriptionStr": "<p><span style=\"font-size: 14pt; line-height: 115%;\"><strong>As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource for our clients and wealth managers. Your primary responsibilities will include day-to-day support to enhance the effectiveness of wealth managers, utilizing your administrative and operational skills to facilitate business growth while ensuring exceptional client service.</strong></span></p><p><span style=\"font-size: 14pt; line-height: 115%;\"><strong>In this position, you will attend to client inquiries, process transactions, assist with client onboarding procedures, and maintain accurate documentation, all while upholding client confidentiality. Building and nurturing strong client relationships will be essential to your success in the role.&nbsp;</strong></span></p><p><span style=\"font-size: 14pt; line-height: 115%;\"><strong><u>Primary Responsibilities Include:</u></strong></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-size: 14pt; line-height: 115%;\">Proactively address and resolve client inquiries in a timely and professional manner, escalating issues to the wealth manager as necessary.</span></li><li><span style=\"font-size: 14pt; line-height: 115%;\">Develop and nurture positive relationships with high-net-worth clients, wealth managers, and wealth management team members.</span></li><li><span style=\"font-size: 14pt; line-height: 115%;\">Oversee the execution of daily transactions.</span></li><li><span style=\"font-size: 14pt; line-height: 115%;\">Assist with client onboarding processes, including but not limited to the establishment of new accounts.</span></li><li><span style=\"font-size: 14pt; line-height: 115%;\">Uphold compliance standards by obtaining and maintaining the requisite account documentation.</span></li><li><span style=\"font-size: 14pt; line-height: 115%;\">Monitor pending transactions to ensure their prompt and complete resolution.&nbsp;</span></li></ul><p>&nbsp;</p><p><span style=\"font-size: 14pt; line-height: 115%;\"><strong><u>Qualifications</u></strong></span></p><p><span style=\"font-size: 14pt; line-height: 115%;\"><strong><u>Required</u></strong></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-size: 14pt; line-height: 115%;\">Strong verbal and written communication skills</span></li><li><span style=\"font-size: 14pt; line-height: 115%;\">Strong attention to detail combined with a strong emphasis on client focused approaches</span></li></ul><p>&nbsp;</p><p><span style=\"font-size: 14pt; line-height: 115%;\"><strong><u>Preferred</u></strong></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-size: 14pt; line-height: 115%;\">FINRA Series 7 and 66 or 63 and 65 or SIE licenses strongly preferred but not required for application</span></li><li><span style=\"font-size: 14pt; line-height: 115%;\">Background in the private wealth management industry</span></li><li><span style=\"font-size: 14pt; line-height: 115%;\">Demonstrated past job stability&nbsp;</span></li></ul><p>&nbsp;</p><p><span style=\"font-size: 14pt; line-height: 115%;\"><strong><u>Education</u></strong></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-size: 14pt; line-height: 115%;\">Bachelors in a related field, or equivalent work experience including prior brokerage or RIA experience</span></li></ul><p>&nbsp;</p><p><span style=\"font-size: 14pt; line-height: 115%;\"><strong><u>Hours &amp; Work Schedule</u></strong></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-size: 14pt; line-height: 115%;\">Hours per Week: 40</span></li><li><span style=\"font-size: 14pt; line-height: 115%;\">Work Schedule: Monday- Friday; 8-5 PM PT with occasional overtime (OT); 5 days in the office</span></li></ul><p>&nbsp;</p><p><span style=\"font-size: 14pt; line-height: 115%;\"><strong><u>Pay Transparency&nbsp;</u></strong></span></p><p><span style=\"font-size: 14pt; line-height: 115%;\">The salary range for this position is $32 - $44.71 per hour plus an opportunity to earn discretionary incentives. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.&nbsp; &nbsp;</span></p><p><span style=\"font-size: 14pt; line-height: 115%;\">We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit&nbsp;</span><a href=\"https://jobs.citizensbank.com/benefits\"><span style=\"font-size: 14pt; line-height: 115%;\">https://jobs.citizensbank.com/benefits</span></a><span style=\"font-size: 14pt; line-height: 115%;\">&nbsp;.</span></p><p>&nbsp;</p><p style=\"font-family: Calibri; font-size: 11pt; margin: 0in;\"><strong>#LI-Citizens6</strong></p>",
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