Current jobs related to Private Client Relationship Manager - Londonderry - Citizens

  • Relationship Banker

    2 weeks ago

    Londonderry, New Hampshire, United States Bank of America Full time

    Job Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key Responsibilities:Engage clients in the lobby...

  • Relationship Banker

    2 weeks ago

    Londonderry, New Hampshire, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage...

  • Relationship Banker

    3 days ago

    Londonderry, New Hampshire, United States Bank of America Full time

    Job Title: Relationship BankerWe are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key Responsibilities:Accurately...

  • Relationship Banker

    1 week ago

    Londonderry, New Hampshire, United States Bank of America Full time

    Job Title: Relationship BankerJob Summary:At Bank of America, we are committed to helping our clients achieve their financial goals. As a Relationship Banker, you will play a critical role in building strong relationships with our clients, understanding their financial needs, and providing personalized solutions to meet those needs.Key...

  • Relationship Banker

    1 week ago

    Londonderry, New Hampshire, United States Bank of America Full time

    Job DescriptionAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and providing them with tailored solutions to meet their financial needs.Key ResponsibilitiesEngage...

  • Client Support Specialist

    3 weeks ago

    Londonderry, New Hampshire, United States Bath Flip Full time

    Position Overview:Are you passionate about providing exceptional customer service? Bath Flip is on the lookout for a dedicated Customer Service Representative to enhance our client interactions. In this role, you will serve as the primary contact for our clients, ensuring they receive outstanding support through various communication channels.Job Role:...

  • Client Support Specialist

    3 weeks ago

    Londonderry, New Hampshire, United States Bath Flip Full time

    Position Overview:Are you passionate about providing exceptional customer service? Bath Flip is looking for a dedicated Customer Service Representative to enhance our client interactions. As the primary liaison for our customers, you will play a crucial role in ensuring satisfaction through various communication channels.Job Role: Customer Service...

  • Client Support Specialist

    4 weeks ago

    Londonderry, New Hampshire, United States Bath Flip Full time

    Position Overview:Are you passionate about delivering exceptional customer experiences? Bath Flip is on the lookout for a Customer Service Representative to enhance our client relations. As the primary contact for our customers, you will play a crucial role in providing outstanding service through various communication channels.Job Role: Customer Service...

  • Client Support Specialist

    4 weeks ago

    Londonderry, New Hampshire, United States ACANA NORTHEAST INC Full time

    Job OverviewWe are looking for a dedicated Client Support Specialist to enhance our customer service operations. After completing the necessary training, you will be tasked with managing customer orders via telephone, coordinating service appointments, and performing various administrative duties.Key Responsibilities:Address customer inquiries and manage...

  • Client Support Specialist

    3 weeks ago

    Londonderry, New Hampshire, United States Bath Flip Full time

    Position OverviewWe are looking for a dedicated Customer Service Representative to enhance our client interactions at Bath Flip. In this role, you will be instrumental in delivering exceptional support to our customers through multiple communication channels. This position provides a valuable opportunity for professional advancement within our...

  • Private Duty Nurse

    1 week ago

    Londonderry, New Hampshire, United States Maxim Healthcare Services Full time

    About the RoleWe are seeking a skilled and compassionate Registered Nurse (RN) to join our team at Maxim Healthcare Services. As a Private Duty Nurse, you will play a vital role in providing high-quality patient care in the comfort of their own homes.ResponsibilitiesAssess, plan, implement, and evaluate patient care using the nursing process.Conduct focused...

  • Client Support Specialist

    3 weeks ago

    Londonderry, New Hampshire, United States Bath Flip Full time

    Position OverviewWe are actively looking for a Customer Service Representative to become a vital part of our organization at Bath Flip. In this role, you will be instrumental in delivering exceptional support to our customers through multiple communication channels. This position presents an excellent opportunity for professional advancement within our...

  • Client Support Specialist

    4 weeks ago

    Londonderry, New Hampshire, United States Bath Flip Full time

    Position OverviewWe are in search of a dedicated Customer Service Representative to enhance our operations at Bath Flip. In this role, you will be instrumental in delivering exceptional assistance to our clientele through multiple communication channels. This position presents a valuable opportunity for professional advancement within our organization.Key...

  • Store Manager

    18 hours ago

    Londonderry, New Hampshire, United States NGP Management Full time

    About NGP ManagementNGP Management is a leading Dunkin' franchisee network with over 2000 employees across Maine, Massachusetts, New Hampshire, and Vermont. We are committed to providing exceptional guest experiences and fostering a culture of growth, relationships, and caring.Job SummaryWe are seeking a highly motivated and experienced Store Manager to join...

  • Overnight Maintenance Manager

    3 weeks ago

    Londonderry, New Hampshire, United States Lactalis American Group , Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Maintenance Supervisor to join our team at Lactalis American Group, Inc. as an Overnight Maintenance Manager. This is a critical role that requires a strong leader to oversee and direct the maintenance activities of our facility.Key ResponsibilitiesResponsible for all aspects of food safety and...

  • Overnight Maintenance Manager

    3 weeks ago

    Londonderry, New Hampshire, United States Lactalis American Group , Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Maintenance Supervisor to join our team at Lactalis American Group, Inc. as an Overnight Maintenance Manager. This is a critical role that requires a strong leader to oversee and direct the maintenance activities of our facility.Key ResponsibilitiesResponsible for all aspects of food safety and...

  • Procurement Manager

    3 weeks ago

    Londonderry, United States GiftCash Full time $85,000 - $100,000

    Job DescriptionJob DescriptionWe are looking for a highly analytical and strategic Procurement Manager to join our team! The Procurement Manager will be responsible for developing and executing sourcing strategies, managing retailer relationships, overseeing procurement operations, and leading a dynamic team to drive continuous improvement and cost...

  • Home Access Elevator Project Manager

    2 weeks ago

    Londonderry, United States Mobility Works Full time

    Job DescriptionJob DescriptionEssential Job Functions and Duties: Provides direction and training to technicians including the communication of policies, procedures, and objectives. Provides technical input to sales staff on the scope of work and materials needed to bid installation jobs. Includes calculating labor and material costs.Visits job sites and...

  • Project Manager

    4 weeks ago

    Londonderry, United States Kamco Supply Corp of Boston Full time $60,000 - $100,000

    Job DescriptionJob DescriptionKamco Lock Solutions, a division of Kamco Supply Corp of Boston, is one of New England's largest Commercial Door, Frame & Hardware Installation Professionals. Kamco Lock Solutions sells, services and installs mechanical and electrified door hardware, high & low energy power openers and provides professional locksmith...

  • Bio-Process Marketing Manager

    3 months ago

    Londonderry, United States Foxx Life Sciences Full time

    Job DescriptionJob DescriptionJob Title: Bioprocess Marketing Manager.POSITION SUMMARY: If you are looking to join a fast-growing, customer focused, independently owned company that prides itself in delivering industry-leading solutions and providing 100% customer satisfaction, and you are looking to utilize your skills in a fast paced, hardworking and...

Private Client Relationship Manager

4 months ago

Londonderry, United States Citizens Full time

**Description**

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short
- and long-term financial goals.

Our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. As part of the Core Banking Division, **Citizens Private Client **provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development and ongoing practice management support.

As a **Citizens Private Client Relationship Manager**, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life’s ‘what-ifs’ and prepare them to leave a legacy.

As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience. Leading with financial planning requires you to offer our full value proposition and allows the client to utilize those personalized financial solutions that address their specific financial needs.

**Primary responsibilities include**
- Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition
- Perform regular, proactive outreach to manage, deepen and retain the relationships, creating remarkable experiences
- Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager
- Engage with Certified Financial Planners and Financial Advisors to create and analyze the client’s financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals
- Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
- Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
- Leverage Salesforce CRM tool to document client interactions in detail
- Build an activity-based business development plan centered around proactive outreach and follow-up behaviors

**Qualifications, Education, Certifications and/or Other Professional Credentials**
- Bachelor’s degree (preferred) or 3-5 years relevant equivalent experience
- Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least one of these licenses is required; additional licenses can be obtained within a specific timeframe upon hire
- Demonstrated success in a client-centric, proactive sales environment
- Experience in cultivating relationships
- Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals
- Experience establishing and maintaining relationships with clients and internal partners
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements to ensure a sound control environment

**Hours & Work Schedule**
- Hours per Week: 40
- Work Schedule: M-F

**Equal Employment Opportunity**

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and re