Elite Private Client Relationship Lead

Socket.dev; Medford (MA); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Private Client in Massachusetts is seeking a Relationship Manager to engage affluent clients, onboard new clients, and expand assets. You will work with Wealth Advisors and CFPs, leveraging Salesforce to track activity, and ensuring a high-touch client experience.

Required licenses include SIE, Series 6/7 and 63/66, bachelor's degree preferred, 3-5 years in banking or wealth management, and excellent communication.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years in banking, wealth management, or equivalent experience.
• Experience with affluent/high net-worth clients.
• Excellent written and verbal communication.

Responsibilities

• Acquire and onboard new affluent and high-net-worth clients into a Book of Business.
• Grow deposits, investments, and lending balances through personalized planning.
• Deepen client relationships through proactive outbound engagements.
• Provide exceptional, high-touch client experiences.
• Engage Wealth Advisors and Certified Financial Planners to help clients reach goals.
• Partner with Retail, Business Banking, Mortgage and Wealth teams for seamless service.
• Leverage Salesforce CRM to track activity.

Skills

Client relations

Sales experience

Communication skills

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

Citizens Private Client in Massachusetts is seeking a Relationship Manager to engage affluent clients, onboard new clients, and expand assets. You will work with Wealth Advisors and CFPs, leveraging Salesforce to track activity, and ensuring a high-touch client experience.

Required licenses include SIE, Series 6/7 and 63/66, bachelor's degree preferred, 3-5 years in banking or wealth management, and excellent communication.