Current jobs related to Private Client Relationship Manager - Rochester Hills, Michigan - Citizens

  • Client Manager

    3 weeks ago

    Bloomfield Hills, Michigan, United States Oswald Companies Full time

    Job SummaryOswald Companies is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for providing exceptional client service and managing client relationships to drive business growth and retention.Key ResponsibilitiesDevelop and implement client service strategies to meet business objectivesManage client...

  • Client Specialist

    1 month ago

    Rochester Hills, Michigan, United States Talbots Full time

    About TalbotsTalbots is a leading omni-channel specialty retailer of women's clothing, shoes, and accessories. Established in 1947, the company is known for modern classic style that's both timeless and timely, fine quality craftsmanship, and gracious service.Job SummaryWe are seeking a Client Specialist to join our team. As a Client Specialist, you will be...

  • Client Specialist

    2 weeks ago

    Rochester Hills, Michigan, United States Talbots Full time

    About the RoleWe are seeking a highly motivated and customer-focused Client Specialist to join our team at Talbots. As a Client Specialist, you will be responsible for creating and fostering a culture of hospitality through exceptional customer experiences and building enduring relationships both internally and externally.Key ResponsibilitiesCreate and...

  • Account Manager

    1 week ago

    Rochester Hills, Michigan, United States ABC Valued Client Full time

    Account ManagerAt ABC Valued Client, we're seeking a highly motivated and customer-focused Account Manager to join our team. As a key member of our retail financial services team, you will be responsible for providing exceptional customer service, educating customers on our product offerings, and processing loan applications.Key Responsibilities:Provide...

  • Senior Client Manager

    3 weeks ago

    Bloomfield Hills, Michigan, United States Oswald Companies Full time

    Job SummaryOswald Companies is seeking a highly skilled and experienced Senior Client Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional support to our clients, identifying and implementing cost-effective solutions to meet their risk management needs.Key ResponsibilitiesDevelop and maintain...

  • Healthcare Client Service Manager

    7 days ago

    Farmington Hills, Michigan, United States Centria Healthcare Full time

    Job OverviewCentria Healthcare is seeking a highly skilled Client Service Manager to join our team. As a Client Service Manager, you will be responsible for managing the delivery of in-home care to a group of catastrophically ill or injured clients across the state of Michigan.The ideal candidate will have a proven track record in building positive...

  • Survey Project Manager

    7 days ago

    Rochester Hills, Michigan, United States Harrison Consulting Solutions Full time

    Job Summary: We are seeking a highly skilled Survey Project Manager to lead our team of survey professionals. As a key member of our team, you will be responsible for managing field and office staff, reviewing deliverables, and comparing project budgets.Responsibilities:Lead a team of survey professionals in various sectors, including Oil & Gas, Private Land...

  • Senior Wealth Management Professional

    1 week ago

    Rochester Hills, Michigan, United States TalentWealth Full time

    TalentWealth Recruiting is assisting an independent wealth management team in Rochester Hills, MI, in finding a skilled Financial Advisor to manage over $400M in assets.The ideal candidate will lead client meetings, present financial plans, and act as the financial advisor for established relationships. This in-person role requires a Bachelor's degree or...

  • Municipal Project Manager

    1 month ago

    Rochester Hills, Michigan, United States Harrison Consulting Solutions Full time

    Municipal Project Manager OpportunityWe are seeking a highly skilled Municipal Project Manager to join our team at Harrison Consulting Solutions. As a key member of our municipal group, you will be responsible for managing projects from start to finish, leading a team of engineers and technicians, and building strong client...

  • Commercial Insurance Account Manager

    1 month ago

    Rochester Hills, Michigan, United States The Jonus Group Full time

    Job Title: Commercial Insurance Account ManagerAbout The Jonus Group: We are a leading insurance brokerage firm dedicated to providing exceptional service and expertise to our clients.Job Summary: We are seeking a highly skilled and experienced Commercial Insurance Account Manager to join our team. As a key member of our team, you will be responsible for...

  • Commercial Insurance Account Manager

    4 weeks ago

    Rochester Hills, Michigan, United States The Jonus Group Full time

    Job Title: Commercial Insurance Account ManagerAbout The Jonus Group: We are a leading insurance brokerage firm dedicated to providing exceptional service to our clients.Job Summary: We are seeking a highly skilled Commercial Insurance Account Manager to join our team. As a key member of our team, you will be responsible for building and maintaining strong...

  • Survey Project Director

    2 months ago

    Rochester Hills, Michigan, United States Harrison Consulting Solutions Full time

    About Harrison Consulting SolutionsHarrison Consulting Solutions is a leading provider of surveying services to various industries, including Oil & Gas, Private Land Development, Contractor Staking & Coordination, Municipal, and Industrial Surveying.Job SummaryWe are seeking a highly experienced Survey Project Manager to lead our surveying team and manage...

  • Private Duty Caregiver

    1 month ago

    Bloomfield Hills, Michigan, United States Alliance Senior Care Full time

    Job OpportunityWe are seeking a compassionate and experienced caregiver to provide high-quality care to our senior clients. As a Private Duty Caregiver, you will have the opportunity to make a meaningful difference in the lives of our clients and their families.ResponsibilitiesAssist with daily living activities, such as bathing, dressing, and...

  • OBGYN Practice Manager

    2 weeks ago

    Rochester Hills, Michigan, United States Together Women's Health, LLC Full time

    Job Title: OBGYN Practice ManagerWe are seeking an experienced OBGYN Practice Manager to oversee the daily operations of our Paint Creek OBGYN Office in Rochester Hills, MI and Somerset Gynecology & Obstetrics in Troy, MI.Key Responsibilities:Manage the day-to-day operations of two locations, ensuring seamless execution of practice team members'...

  • Commercial Insurance Account Manager

    2 months ago

    Rochester Hills, Michigan, United States The Jonus Group Full time

    Job Title: Commercial Insurance Account ManagerAbout The Role:We are seeking a dedicated and proactive Commercial Lines Account Manager to join our team at The Jonus Group. As a key member of our team, you will be responsible for building strong relationships with clients, understanding their business needs, and providing personalized insurance solutions.Key...

  • Culinary Expert for Private Family

    8 hours ago

    Bloomfield Hills, Michigan, United States Harper Associates Full time

    We are seeking a highly skilled and experienced Private Chef to join our team at Harper Associates. As a key member of our culinary team, you will be responsible for planning and preparing delicious meals for our private family clients. Your expertise will be utilized to create healthy and mouth-watering dishes that cater to the family's dietary needs and...

  • Senior Client Manager, P&C, Middle Market

    3 weeks ago

    Bloomfield Hills, Michigan, United States Oswald Companies Full time

    Unlock Your Potential at Oswald CompaniesWe're seeking a highly motivated and experienced Senior Client Manager to join our Middle Market Property & Casualty team. As a key member of our team, you will be responsible for providing exceptional client service, identifying and implementing cost-effective solutions, and collaborating with internal resources to...

  • IV Vitamin Therapy RN Manager

    4 weeks ago

    Rochester Hills, Michigan, United States The DRIPBaR Rochester Hills Full time

    Job Title: IV Vitamin Therapy RN ManagerWe are seeking a highly skilled and experienced RN Manager to lead our IV Vitamin Therapy team at The DRIPBaR Rochester Hills. As a key member of our team, you will be responsible for driving revenue growth, managing client relationships, and ensuring the highest level of patient care.Key Responsibilities:Sales:...

  • Enterprise Account Manager

    2 weeks ago

    Rochester Hills, Michigan, United States Blue Wheel Media Full time

    Job SummaryBlue Wheel Media is seeking an experienced Enterprise Account Manager to join our team. As a key member of our Client Services department, you will be responsible for coordinating and implementing digital marketing campaigns for our Enterprise clients. This is a unique opportunity to work with a dynamic team and make a significant impact on our...

  • IV Vitamin Therapy RN Manager

    3 weeks ago

    Rochester Hills, Michigan, United States The DRIPBaR Rochester Hills Full time

    Job Title: IV Vitamin Therapy RN ManagerWe are seeking a highly skilled and experienced RN Manager to lead our IV Vitamin Therapy team at The DRIPBaR Rochester Hills. As a key member of our team, you will be responsible for driving revenue growth, developing and implementing sales strategies, and providing exceptional customer service.Key...

Private Client Relationship Manager

2 months ago

Rochester Hills, Michigan, United States Citizens Full time
Job Description

Role Summary

Citizens is seeking a highly 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 Responsibilities

  • Acquire new, qualified relationships through leads and internal/external referral sources
  • Perform regular, proactive outreach to manage, deepen, and retain 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 investing
  • 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

Requirements

  • 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

Benefits

  • Competitive salary range: $70k-90k per year
  • Opportunity to earn additional incentive earnings
  • Comprehensive medical, dental, and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs