• Serve as the primary client point of contact for data center commissioning programs or portfolios. • Partner with Project Managers and Commissioning leaders to support project execution, staffing strategies, and delivery planning. • Understand client standards, operational priorities, and long‑term programs to proactively support their needs. • Develop client‑specific communication plans and provide regular updates on project status and performance. • Identify growth opportunities within existing accounts by introducing additional commissioning or lifecycle services. • Lead efforts with group leadership to secure repeat work through exceptional client service. • Manage client expectations, support issue resolution, and address concerns in coordination with internal leaders. • Incorporate client feedback to improve service delivery and internal processes. • Represent Olsson as a trusted advisor through clear communication and technical understanding.

• 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