Elite Private Client Relationship Manager

Citizens Bank; Franklin (MA); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

Retirement benefits

Education reimbursement

Flexible work arrangements

Job summary

Citizens Bank is seeking a Citizens Private Client Relationship Manager (PCRM) in Franklin, MA. This role involves engaging directly with affluent clients to exceed expectations and provide personalized financial planning.

The ideal candidate will have 3-5 years of experience in banking and wealth management, possess essential licenses, and be skilled in client relationship management. This full-time position offers a competitive salary and a comprehensive benefits package.

Qualifications

• 3-5 years of banking or relevant experience.
• Experience with affluent and high net worth clients.
• SIE, Series 6 (or 7) and Series 63 (or 66) licenses required.

Responsibilities

• Acquire and onboard new clients.
• Provide exceptional client experiences.
• Collaborate with colleagues across departments.

Skills

Knowledge of wealth management

Client relationship management

Financial planning

Communication skills

Education

Bachelor’s degree

Tools

Salesforce CRM

Job description

Citizens Bank is seeking a Citizens Private Client Relationship Manager (PCRM) in Franklin, MA. This role involves engaging directly with affluent clients to exceed expectations and provide personalized financial planning.

The ideal candidate will have 3-5 years of experience in banking and wealth management, possess essential licenses, and be skilled in client relationship management. This full-time position offers a competitive salary and a comprehensive benefits package.