Senior Private Bank: Client Experience & Ops Leader

Citizens Bank; Boca Raton (FL); On-site; USD 110,000 - 150,000; Full time

Job summary

Citizens Bank in Florida's Boca Raton area seeks a Senior Business Support Manager to act as a trusted partner to the Regional Market Executive, ensuring flawless operation, client service, and strategic support for a large private banking book of business.

You will coordinate relationships with Relationship Managers, Private Bankers, and Wealth Advisory teams, deliver concierge-level service, and manage high-profile projects while safeguarding discretion and professional communication.

Qualifications

• Bachelor's degree required; MBA preferred.
• Proven ability to build trusted relationships with high-net-worth clients and senior executives.
• Experience supporting senior executives in fast-paced environments with discretion.
• Exceptional client service, composure under pressure, and proactive problem-solving.
• Strong organizational and project management skills with flawless execution.

Responsibilities

• Serve as a trusted extension of the Regional Market Executive with discretion.
• Deliver a high-touch client experience and primary contact for clients and partners.
• Proactively triage client requests and escalate when needed.
• Support the region's large book of business with organization and attention to detail.
• Prepare reports, presentations, and client materials for timely distribution.
• Manage special projects and strategic initiatives on behalf of market leadership.
• Coordinate client events, travel, and concierge-style requests with care.
• Maintain awareness of client milestones for personalized outreach.

Skills

Relationship management

Executive support

Discretion

Project management

Client service

Education

Bachelor's degree

MBA preferred

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Citizens Bank in Florida's Boca Raton area seeks a Senior Business Support Manager to act as a trusted partner to the Regional Market Executive, ensuring flawless operation, client service, and strategic support for a large private banking book of business.

You will coordinate relationships with Relationship Managers, Private Bankers, and Wealth Advisory teams, deliver concierge-level service, and manage high-profile projects while safeguarding discretion and professional communication.