Citizens Financial Group, Inc

Private Bank Client Relations Associate

Citizens Financial Group, Inc • $115K — $145K *
San Francisco, CA 94112In-Person
Finance & Insurance
Less than 5 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • 2+ years in financial services or client-focused operational support
  • Strong written and verbal communication skills in a high-touch environment
  • Demonstrated client focus and ability to manage shifting priorities
  • Exceptional attention to detail and organizational skills
  • Ability to work independently and collaborate in a team
  • Proficiency with Microsoft Office and related systems
  • High school diploma required; Bachelor's degree preferred

Responsibilities

  • Conduct regular check-ins with clients and prospects to maintain engagement
  • Partner with Relationship Managers for high-quality outreach
  • Monitor client activity using internal reporting tools
  • Solve client service inquiries promptly
  • Assist with marketing by preparing and distributing materials
  • Support client/prospect events with logistics and coordination
  • Provide day-to-day administrative support to the Relationship Manager Team
  • Build and maintain repeatable processes to improve efficiency
  • Take meeting notes and track deliverables
  • Manage office logistics and routine administrative tasks

Benefits

  • Competitive pay
  • Comprehensive medical, dental, and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
  • Paid time off policy exceeds mandatory requirements
Full Job Description
Job Description

Citizens Private Bank is seeking a proactive, highly organized Client Relations Associate to support a Relationship Management Team, within our San Francisco office. The Client Relations Associate (CRA) plays a critical role in driving new business and deepening client relationships by directly supporting Relationship Managers (RMs). The CRA helps ensure an exceptional client experience by monitoring key milestones, identifying opportunities, and managing core workflows that support business development. This role is responsible for managing the client onboarding experience, supporting prospect outreach, monitoring client engagement, marketing coordination, and general administrative activities.

Primary responsibilities include:
  • Conduct regular check-ins with clients and prospects to maintain engagement and prevent lost momentum.
  • Partner with Relationship Managers to execute consistent, high-quality outreach that supports prospect to client conversion and retention.
  • Monitor client activity using internal reporting tools, identifying trends or changes that may indicate opportunities for account deepening or follow on conversations.
  • Solve client service inquiries in a timely manner ensuring a positive client experience.
  • Assist with marketing efforts by preparing and distributing approved marketing materials and coordinating with internal marketing partners.
  • Supporting the execution of client/prospect events, including lunches, hosted events, and other gatherings. Manage invitation lists, RSVPs, logistics, and post event follow up coordination.
  • Provide comprehensive, day-to-day administrative support to the Relationship Manager Team, expense reporting, general assistance, coordinating meetings, and events (on-site and off-site), preparing presentation materials, and follow-up action items.
  • Build, document, and maintain repeatable processes and templates to improve efficiency and consistency for ongoing business and client tasks.
  • Take meeting notes, track deliverables, and follow up on action items to ensure priorities stay on track.
  • Manage office logistics, including ordering supplies, maintaining equipment inventory, and handling routine administrative tasks such as filing, data entry, and document organization.


Qualifications, Education, Skills

  • 2+ years of experience in financial services or a client-focused operational support role.
  • Strong written and verbal communication skills with the ability to operate confidently in a sophisticated, high-touch Private Bank environment.
  • Demonstrated client focus, learning agility, resilience, and ability to manage shifting priorities.
  • Exceptional attention to detail, organizational, time-management, problem-solving, and prioritization skills.
  • Ability to work independently while collaborating effectively within a fast-paced team environment.
  • Proficiency with Microsoft Office and related systems, including Outlook, Teams, Excel, PowerPoint, SharePoint, and Concur (or similar tools).
  • High school diploma required; Bachelor's degree preferred.


Hours & Work Schedule
  • Hours per week: 40
  • Schedule: Monday-Thursday, 9:00 AM-5:30 PM
  • Flexible work: 4 days in office requirement (101 California St. Location). Opportunity to work from home one day per week once acclimated


Pay Transparency
  • The salary range for this position is $115,000 - $145,000 annually. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.
  • 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 every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .


About Citizens Financial Group, Inc

Citizens Bank is a financial service company. It provides outstanding local and personalized service. It offers a full range of commercial, real estate, and consumer lending. It is specialized in personal and small business deposit services, electronic services.

Citizens Financial Group, Inc. Careers

Join the dynamic team at Citizens Financial Group, Inc., a leading financial institution where your career aspirations can soar. We are committed to fostering a culture of innovation, leadership, and diversity that supports our employees' professional growth and development.

Explore Job Opportunities

At Citizens Financial Group, Inc., we offer a wide range of job opportunities that cater to diverse skill sets and career interests. Whether you're a seasoned professional or just starting out, you'll find a position that challenges you and enhances your expertise.

Internship Programs

Kickstart your career with our internship programs designed to give you a hands-on experience in the financial sector. Our internships provide a robust platform to develop your skills, engage in meaningful projects, and network with industry leaders.

Employment Benefits

Choosing a career with Citizens Financial Group, Inc. means opting for a comprehensive package of benefits. We believe in supporting our team members not only in their professional lives but also in their personal growth and well-being.

Inclusive Culture and Diversity Training

We pride ourselves on a workplace culture that embraces diversity and inclusivity. Regular diversity training ensures that our team members appreciate and leverage the unique backgrounds and perspectives that each individual brings to the company.

Professional Growth and Leadership Development

Continuous learning is at the core of our professional development agenda. With access to leadership development programs and tailored training, you can advance your career and leadership skills at Citizens Financial Group, Inc.

Innovation at Work

Innovation is key to staying competitive in the financial industry. At Citizens Financial Group, Inc., you’ll work alongside talented professionals who are pushing the boundaries of what’s possible in financial services.

Networking and Career Advancement

Our company not only provides job opportunities but also fosters an environment where networking and professional connections flourish. This supportive network is vital for career advancement and personal growth within the industry.

Join Our Team

Are you ready to take the next step in your career? Explore the open positions at Citizens Financial Group, Inc. and find where your skills and passions align with our needs. We are continuously hiring and looking for new talents to join our robust team.

Stay Connected

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Prepare for Your Interview

Make a great first impression. Prepare for your interview with us by researching our company culture, reviewing your resume, and coming ready to discuss how your experience and skills align with the position you are applying for. At Citizens Financial Group, Inc., we are more than just a financial institution; we are a place where you can make a difference. Join us and transform your career with a company that values your unique talents and aspirations.
Learn more about Citizens Financial Group, Inc
Size
17,463 employees
Market Cap
$19.3 billion
Industry
Finance & Insurance
Net Income
$1 billion
Founded
1828
5 Year Trend
+2.6%
NASDAQ
CFG
* Ladders Estimates

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