Citizens Bank
Private Wealth Registered Client Associate – High‑Touch
Citizens Bank, San Francisco, California, United States, 94199
A leading financial institution in San Francisco is seeking a Registered Client Associate to deliver exceptional client service. This role involves managing relationships with high net worth clients, providing investment updates, and coordinating meetings. Ideal candidates will have a Bachelor's degree in finance, 3+ years of industry experience, and necessary licensing such as Series 7 and 66. Competitive pay and comprehensive benefits are offered, including flexible working arrangements.
#J-18808-Ljbffr