About this role
Private Wealth, Client Services Manager (West Coast) at Citizens Financial Group, Inc.. Location: San Francisco, California, United States. Role: leading team, managing escalations, partnering advisors Requirements: 5+ years in financial industry working with high-net-worth clients; BS/BA or equivalent; Series 7 and 66 required, Series 9/10 or 24 preferred; strong communication, presentation, Excel and PowerPoint skills; team leadership experience. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel, Microsoft PowerPoint, Microsoft Office Certifications: series 7, series 66, series 9, series 10, series 24 Commitment: Full Time Workplace: Onsite Languages: English