Current jobs related to Client Relationship Manager - Cranston - Hilb Group
-
Private Client Relationship Manager
1 week ago
Cranston, Rhode Island, United States Citizens Financial Group, Inc. Full timeAbout the RoleCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire new relationships through leads and referrals, and...
-
Private Client Relationship Manager
2 days ago
Cranston, Rhode Island, United States Citizens Financial Group, Inc. Full timeAbout the RoleCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain new-to-wealth relationships through...
-
Private Client Relationship Manager
4 days ago
Cranston, Rhode Island, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and deepen relationships with new and existing clients through proactive...
-
Cranston, Rhode Island, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire new relationships through leads and referrals, and develop a deep...
-
Cranston, Rhode Island, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesClient Acquisition and Retention: Acquire new clients through leads and referrals,...
-
Cranston, United States Citizens Full timeDescriptionAt 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...
-
Cranston, United States Citizens Full timeDescriptionAt 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...
-
Cranston, United States Citizens Full timeJob DescriptionDescriptionAt 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...
-
Cranston, United States Citizens Full timeJob DescriptionDescriptionAt 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...
-
Private Client Relationship Manager
2 weeks ago
Cranston, Rhode Island, United States Citizens Full timeAbout the RoleCitizens is seeking a highly skilled Private Client Relationship Manager to join our team in Cranston, RI. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial planning and advice to help them achieve their...
-
Private Client Relationship Manager
1 week ago
Cranston, Rhode Island, United States Citizens Full timeAbout the RoleCitizens is seeking a Private Client Relationship Manager to join our team in Cranston, RI. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain new-to-wealth relationships through proactive outreach and...
-
Cranston, Rhode Island, United States Citizens Financial Group, Inc. Full timeAbout the RoleCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team in Cranston, RI. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their...
-
Private Client Relationship Manager
2 weeks ago
Cranston, Rhode Island, United States Citizens Financial Group, Inc. Full timeAbout the RoleCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesAcquire new, qualified relationships through leads and...
-
Cranston, RI, United States Citizens Full timeJob DescriptionDescriptionAt 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...
-
Relationship Banker
2 weeks ago
Cranston, Rhode Island, United States Bank of America Full timeJob Summary:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker - Financial Services Expert, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and...
-
Cranston, Rhode Island, United States Lovesac Full timeJob Title: Vice President of Customer Relationship ManagementWe are seeking a highly skilled and experienced Vice President of Customer Relationship Management to join our team at Lovesac. As a key member of our leadership team, you will be responsible for developing and executing a comprehensive CRM strategy that drives customer engagement, retention, and...
-
Client Relations Coordinator
4 weeks ago
Cranston, Rhode Island, United States Ameriprise Financial Full timeAdministrative Support Role in Financial ServicesBenefits:Opportunity for Full-time EmploymentFlexible Work SchedulePotential for Professional AdvancementOverview:This position plays a crucial role in a vibrant and supportive financial services environment. You will work alongside a dedicated team while also managing tasks independently to provide essential...
-
Financial Office Client Liaison
4 weeks ago
Cranston, Rhode Island, United States Ameriprise Financial Full timeAdministrative Support Role in Financial ServicesBenefits:Opportunity for Full-time EmploymentFlexible Work ScheduleCareer Advancement PotentialOverview:This position plays a crucial role in a small, vibrant, and friendly financial services office. You will work collaboratively with a team while also taking on independent tasks to provide administrative...
-
Front Desk Coordinator
2 weeks ago
Cranston, Rhode Island, United States Paul Mitchell Schools Full timeAbout the Role:We are seeking a highly skilled and customer-focused Front Desk Coordinator - Client Experience Specialist to join our team at Paul Mitchell Schools. As the first point of contact for our students, staff, and visitors, you will play a vital role in creating a warm and welcoming atmosphere that sets the tone for an exceptional experience.Key...
-
Client Services Specialist
4 months ago
Cranston, United States Ameriprise Financial Full timeJob DescriptionJob DescriptionBenefits:Opportunity to move to full-timeFlexible scheduleOpportunity for advancementDescription:This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could...
Client Relationship Manager
3 months ago
Overview:
Grow With Us At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Relationship Manager for our Retirement Advisory Services division to join our team. We have over 150 agencies in 29 states with 2500 associates. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position, but must be located in New England.
Responsibilities:
- Contributing to various team meetings
- Participating in day-to-day communication with clients proactively
- Assisting clients with questions and issue resolution
- Managing review meetings directly or in coordination with Retirement Advisors
- Preparing client meeting and other presentation materials in collaboration with the retirement client service team and with Retirement Advisors
- Conducting employee education workshops and enrollment meetings
- Coordinating with other departments to ensure deadlines are met
- Maintaining client support technology systems including databases, client relationship management systems, and investment analytics applications
- Assisting in the completion of additional reports and presentations as necessary
- Helping the team in streamlining services and implementing new applications, software, and products
- Contributing to a positive workplace environment
- Ensuring the highest level of customer service and satisfaction
Qualifications:
- Bachelors degree
- FINRA Series 65 license (or obtaining within the established timeframe)
- 5+ years of relevant financial services industry experience
- Experience in the retirement industry, as well investment knowledge
- Excellent communication skills, both oral and written
- Detail orientated and superior organizational skills.
- Deadline driven
- Ability to work independently, as well as be a team player demonstrating collaboration
- Tech-savvy with excellent command of all Microsoft programs (Office, Word, and Excel)
- Fluency in Spanish is preferred, but not required.
Benefits:
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals
The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
