Private Wealth Assistant

Job description

Citizens Private Wealth is seeking a highly organized, proactive, and client-focused Private Wealth Assistant to support a prestigious Private Wealth Advisory team. This individual will serve as a key partner to the team, helping to maintain an exceptional client experience while ensuring the smooth execution of day-to-day administrative and operational activities. The ideal candidate is a polished professional who thrives in a fast-paced, high-touch environment, demonstrates strong attention to detail, and enjoys building relationships with clients and colleagues.

This role requires elevated organizational skills, sound judgment, discretion, and the ability to manage multiple priorities while supporting the needs of a sophisticated wealth management practice.

Primary Responsibilities

Provide administrative and operational support to PW team members, ensuring efficient day-to-day business operations. Manage calendars, scheduling, and appointment coordination, including internal meetings, client reviews, and external engagements. Serve as a primary point of contact for clients, delivering responsive, professional, and high-quality service via phone and email. Assist with new client onboarding by gathering required information and documentation needed to establish and maintain client accounts.

Coordinate and prepare meeting materials, client presentations, reports, and correspondence. May process expense reports as needed and support general administrative activities for the advisory team. Maintain accurate client records and activity notes within approved CRM platforms and internal systems. Ensure timely follow-up on client requests and ongoing service needs. Handle confidential client and business information with professionalism and discretion.

Support special projects and other administrative initiatives as assigned. Qualifications, Education, Certifications, and/or Other Professional Credentials High School Diploma, GED, or equivalent combination of education and experience required; bachelor’s degree preferred 3+ years of administrative, executive assistant, client service, or business support experience in a professional environment preferred. Experience supporting a Private Wealth, Private Banking, Wealth Management, Financial Advisory, or similar client-facing financial services team is a plus Strong organizational and time-management skills with the ability to prioritize multiple tasks and deadlines simultaneously.

Excellent written and verbal communication skills. Demonstrated ability to build positive relationships and provide outstanding client service. Advanced proficiency in Microsoft Office Suite, including Outlook, Word, Excel, PowerPoint, and Teams. Strong attention to detail and commitment to accuracy. Ability to maintain confidentiality and exercise sound judgment when handling sensitive information. Experience utilizing

Salesforce or similar CRM platforms will be advantageous Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday – Friday Location: Must be able to come in to one of the listed hiring locations: Boston, MA; Johnston, RI or Stamford CT Anticipated Start Date: While we are actively accepting applications and beginning the interview process, the anticipated start date for this position is

January 2027 Pay Transparency The salary range for this position is $30.76 - $38.94 per hour, plus an opportunity to earn additional incentive earnings.

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 .