Private Bank Client Relations Associate
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 .
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
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Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.