Client Relationship Executive

2 weeks ago


Lockport, Illinois, United States Citizens Bank Full time
Client Relationship Executive

Sector: Wealth Management and Financial Services

Location: Multiple areas in New York

Role Overview:
As a Client Relationship Executive, you will be responsible for fostering and maintaining strong relationships with high-net-worth clients. Your expertise in wealth management will be crucial in delivering tailored financial solutions that meet the unique needs of our clients.

Key Responsibilities:
1. Develop and manage client relationships to ensure a high level of satisfaction.
2. Provide expert advice on investment strategies and financial planning.
3. Collaborate with internal teams to deliver comprehensive financial services.
4. Monitor market trends and client portfolios to provide timely insights.

Qualifications:
- Proven experience in client relationship management within the financial sector.
- Strong analytical and communication skills.
- Ability to work collaboratively in a team-oriented environment.

Join Citizens Bank and contribute to our commitment to exceptional client service.

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