Private Wealth Service and Support Professional

4 weeks ago


Springfield, Illinois, United States Citizens Financial Group, Inc. Full time
Job Summary

The Private Wealth Service and Support Specialist plays a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Provide personalized, white-glove service to Private Wealth clients and colleagues.
  • Collaborate with cross-functional teams to ensure seamless client onboarding and ongoing support.
  • Develop and maintain strong relationships with clients to increase loyalty and drive business growth.
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and best practices.
Requirements
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Knowledge of private wealth management and banking principles.
  • Excellent problem-solving and analytical skills.


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