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Private Client Service Trust Associate
Citizens Bank
Manchester, NH, United States
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Description
The Private Client Trust 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 fiduciary team. The fiduciary team are the face of the Citizen’s Private Wealth Trust business. The Private Client Trust Associate assists the team in managing the day to day activities of our fiduciary clients including new client on-boarding, client service and client retention. 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 Trust Associates’ primary responsibility is providing personalized service to our Private Wealth clients for their day to day needs,
• Responsible for supporting client requests related to all aspect of the relationship with Citizens (Trust, Investments & Banking),
• Responsible for working with fiduciary team to ensure proper administration in accordance with trust document,
• Responsible for on-boarding new client relationships, new account applications, and AML requirements
• Responsible 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
• Expand client relationships through delivery of the broad set of the banks services and capabilities.
Qualifications
• 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)
Hour and Work Schedule:
Hours per Week: 40
Work Schedule: M-F