• Onboard and setup of new customers • Act as the primary internal point of contact for our customers in conjunction with account managers • Attend customer meetings to strengthen existing relationships, forge new relationships to better understand customer objectives, and participate in the close-out of projects • Maintain Salesforce account data integrity to ensure customer account, contact, and project information is accurate and up-to-date • Work with Solution Architect to build Bills of Materials that meet customer requirements • Generate accurate quotes for solution business • Manage the registration process to ensure the best pricing possible for both Presidio and customers with input from the Account Manager and leveraging the Deals Desk • Participate in sales operations meetings as required

As a Private Wealth Registered Client Associate, you will play a pivotal role as a trusted resource for our clients and wealth managers. Your primary responsibilities will include day-to-day support to enhance the effectiveness of wealth managers, utilizing your administrative and operational skills to facilitate business growth while ensuring exceptional client service. In this position, you will attend to client inquiries, process transactions, assist with client onboarding procedures, and maintain accurate documentation, all while upholding client confidentiality. Building and nurturing strong client relationships will be essential to your success in the role. Primary Responsibilities Include: - Proactively address and resolve client inquiries in a timely and professional manner, escalating issues to the wealth manager as necessary. - Develop and nurture positive relationships with high-net-worth clients, wealth managers, and wealth management team members. - Oversee the execution of daily transactions. - Assist with client onboarding processes, including but not limited to the establishment of new accounts. - Uphold compliance standards by obtaining and maintaining the requisite account documentation. - Monitor pending transactions to ensure their prompt and complete resolution. Qualifications Required - Strong verbal and written communication skills - Strong attention to detail combined with a strong emphasis on client focused approaches Preferred - FINRA Series 7 and 66 or 63 and 65 or SIE licenses strongly preferred but not required for application - Background in the private wealth management industry - Demonstrated past job stability Education - Bachelors in a related field, or equivalent work experience including prior brokerage or RIA experience Hours & Work Schedule - Hours per Week: 40 - Work Schedule: Monday- Friday; 8-5 PM PT with occasional overtime (OT); 5 days in the office Pay Transparency The salary range for this position is $32 - $44.71 per hour plus an opportunity to earn discretionary incentives. Actual pay is based on various factors including but not limited to the 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 very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits . About Us 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 Job Applicant Data Privacy Policy 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.

• Serving as subject matter expert on defined benefit regulations and compliance requirements • Consult and present to external executive leader roles on plan design • Manage in-year revenue growth with a focus on project work • Communicate regularly with clients at senior levels

Company Description Privia Health™ is a technology-driven, national physician enablement company that collaborates with medical groups, health plans, and health systems to optimize physician practices, improve patient experiences, and reward doctors for delivering high-value care in both in-person and virtual settings. The Privia Platform is led by top industry talent and exceptional physician leadership, and consists of scalable operations and end-to-end, cloud-based technology that reduces unnecessary healthcare costs, achieves better outcomes, and improves the health of patients and the well-being of providers. Job Description Travel Required: 20% The Client Success Associate is responsible for managing a portfolio of clients and providing exceptional account management in our Southern VA Region. Primary Job Duties: - Work with the Operations Consultant teams to remain closely aligned on supporting markers of success for market clients - Oversee the successful completion of compliance requirements by all needed participants - Collaborate with other Privia teams, both locally and nationally, to drive the success of the clients digital front door presence. - Assist with changes, updates, and ongoing issue resolution - Serve as a communication liaison between clients and our internal teams to ensure prompt response, resolution and follow up as needed - Provide top-notch customer service to physician practices to ensure issues are resolved and clients are satisfied - Provide regular status updates to the Director of Practice Operations via regular operating meetings and one-off communications - Be well versed on Privia’s processes and technology platforms (includes our AthenaHealth EHR and Practice Management platform) - Collaborate with Key stakeholders, both internally and client facing, as it relates to administrative and IT related issue tracking and resolution - Work closely with clients to launch participation in available group purchasing options - Provide key market updates via professional communications to all clients in the portfolio - This individual will also help with projects on an ongoing basis that benefit the broader market, company, and contribute to operational excellence - Leverage available technology platforms for reporting needs, project planning, and providing EMR assistance to clients (schedule template builds, building and generating reports as applicable, ad hoc EMR updates and changes, updating and maintaining project planning software, ensuring CRM accuracy and reporting, and sprint planning) Qualifications - Bachelor's degree preferred or equivalent relevant experience. - 2+ years of previous healthcare experience required; working with physicians and medical group staff preferred - Managed multiple projects while providing exceptional client service - Technical project management in a healthcare setting is preferred - Experience in hospital or physician office setting including knowledge of physician office workflow and processes - Tech Savvy - Must possess reliable transportation - Ability to work with different professional levels of stakeholders to include clinic leadership, providers, and senior market leadership - Must comply with HIPAA rules and regulations Interpersonal Skills & Attributes: - Collaborative, customer-focused and able to create visible value - Bright and analytical. Turns the unknown into knowledge in short order - Able to have honest, difficult conversations with doctors - Skilled in establishing and maintaining effective working relationships with providers, management, clients and staff, in order to gain client trust - Team approach to working with others, ability to perform a variety of duties within any work-day and organizational skills from planning to execution of tasks and projects - Process oriented with the ability to effectively see projects to fruition - Expresses ideas clearly and effectively, motivates the listener to action - Positive attitude toward company, work, clients, management, and team members - Uses a customer-focused approach in dealing with conflict and resolution of problems - Attention to detail, both individually and in the oversight of the team’s work products - Ability to work in a very fast-paced and changing work environment - Self-directed and resourceful - Excellent communication and client facing skills - Excellent organizational skills - Technical aptitude - Embodies absolute professionalism despite circumstances The salary range for this role is $60,000 to $65,000 in base pay and exclusive of any bonuses or benefits (medical, dental, vision, life, and pet insurance, 401K, paid time off, and other wellness programs). This role is also eligible for an annual bonus targeted at 10%.The base pay offered will be determined based on relevant factors such as experience, education, and geographic location. Additional Information All your information will be kept confidential according to EEO guidelines. Technical Requirements (for remote workers only, not applicable for onsite/in office work): In order to successfully work remotely, supporting our patients and providers, we require a minimum of 5 MBPS for Download Speed and 3 MBPS for the Upload Speed. This should be acquired prior to the start of your employment. The best measure of your internet speed is to use online speed tests like https://www.speedtest.net/. This gives you an update as to how fast data transfer is with your internet connection and if it meets the minimum speed requirements. Work with your internet provider if you have questions about your connection. Employees who regularly work from home offices are eligible for expense reimbursement to offset this cost. Privia Health is committed to creating and fostering a work environment that allows and encourages you to bring your whole self to work. We understand that healthcare is local and we are better when our people are a reflection of the communities that we serve. Our goal is to encourage people to pursue all opportunities regardless of their age, color, national origin, physical or mental (dis)ability, race, religion, gender, sex, gender identity and/or expression, marital status, veteran status, or any other characteristic protected by federal, state or local law. - Department: Performance Management - Market