Private Client Relationship Manager
3 weeks ago
As a Private Client Relationship Manager at Citizens Financial Group, Inc., you will play a critical role in deepening relationships with affluent and high-net-worth clients. Your primary responsibility will be to acquire, broaden, deepen, and retain these relationships through proactive engagement and exceptional client service.
Key Responsibilities- Acquire new-to-wealth relationships through leads and internal/external referral sources
- Perform regular outreach to manage, deepen, and retain relationships
- Conduct thorough discovery to understand client goals, objectives, and financial situations
- Engage with Certified Financial Planners and Financial Advisors to create and analyze client financial plans
- Introduce appropriate opportunities to segment partners based on client financial goals
- Provide regular, value-added engagement with clients through high-touch meetings, consistent communication, and access to financial education materials
- Bachelor's degree (preferred) or 3-5 years relevant equivalent experience
- SIE, Series 6, 7, 63, and 66 licenses (at least two required, additional licenses can be obtained within a specific timeframe)
- Demonstrated success in a client-centric, proactive sales environment
- Experience in cultivating relationships, new client acquisition, and revenue generation
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements
Citizens Financial Group, Inc. is committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability.
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Digital Marketing Account Coordinator
3 weeks ago
Wakefield, Michigan, United States C-4 Analytics Full timeAbout the Role:C-4 Analytics is seeking a highly skilled Digital Marketing Account Coordinator to join our team. As a Digital Marketing Account Coordinator, you will be responsible for managing client relationships, coordinating marketing campaigns, and providing exceptional customer service.Key Responsibilities:Manage client relationships and communicate...
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Health and Wellness Account Manager
3 weeks ago
Wakefield, Michigan, United States Sentinel Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our Health and Welfare Service Team as a Health and Wellness Account Manager. In this role, you will be responsible for developing and maintaining professional relationships with our client base, administering reimbursement accounts, and providing expert advice to...
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Tax Manager
3 weeks ago
Wakefield, Michigan, United States Professional Staffing Group Full timeWe are seeking an experienced Tax Manager to join our dynamic CPA firm in Wakefield, MA. This hybrid role requires office presence on Tuesday, Wednesday, and Thursday, with the option to work from home on Monday and Friday.Key Responsibilities:Lead tax projects for a diverse clientele, including large publicly held corporations and closely held...
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Commercial Property Manager
3 weeks ago
Wakefield, Michigan, United States Real Estate Services Full timeJob DescriptionWe are a progressive real estate company specializing in property management and consulting services. Our main focus is third-party property management of commercial, retail, medical, and residential properties. We offer brokerage, development, and consulting services, as well as a portfolio of properties owned and managed on behalf of private...
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Tax Manager
3 weeks ago
Wakefield, Michigan, United States KBW Financial Staffing & Recruiting Full timeTax Manager OpportunityWe are seeking a highly skilled Tax Manager to join our team at KBW Financial Staffing & Recruiting. As a Tax Manager, you will be responsible for leading our tax planning, research, and review efforts. This is a hybrid position with a flexible schedule, offering a great chance to work with a company that values work-life balance.Key...
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Senior Tax Professional
3 weeks ago
Wakefield, Michigan, United States Cyfle Full timeAbout the Role:Cyfle seeks a highly skilled Senior Tax Professional to join our team in Wakefield, MA. As a key member of our public accounting firm, you will be responsible for supervising tax engagements, planning and scheduling tax work, and building strong relationships with clients.Key Responsibilities:- Supervise tax engagements in accordance with firm...
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Technical Support Specialist
3 weeks ago
Wakefield, Michigan, United States Veracross Full timeJob SummaryVeracross is seeking a highly skilled Technical Support Specialist to join our Technical Support Team. As a Technical Support Specialist, you will provide advanced technical product support and consulting to customers, utilizing your expertise in the full range of processes of independent schools. You will apply your advanced knowledge of the...
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Senior Tax Professional
3 weeks ago
Wakefield, Michigan, United States Relevante Full timeTax Supervisor Job DescriptionWe are seeking a highly skilled Tax Supervisor to join our team at Relevante, Inc. Our client, a Public Accounting firm in the Wakefield, MA area, requires a Tax Supervisor to provide expert tax services to their clients.Responsibilities:Supervise tax engagements in accordance with firm and professional standardsPlan and...
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Veterinarian Opportunity in Coastal Rhode Island
3 weeks ago
Wakefield, Michigan, United States Amerivet Services LLC Full timeAbout UsWashington County Veterinary Hospital is a state-of-the-art facility in Wakefield, RI, dedicated to providing top-notch care for pets. Our team of talented veterinarians, techs, and support staff share a passion for delivering exceptional service and building meaningful relationships with our clients.What We OfferTop-Notch Facility: Our hospital is...
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Travel Nurse RN Long Term Care Specialist
3 weeks ago
Wakefield, Michigan, United States GetMed LTC Full timeJob Title: Long Term Care Registered Nurse PositionJob Description:GetMed LTC is seeking a skilled Long Term Care Registered Nurse to join our team. As a travel nurse, you will have the opportunity to gain diverse experiences and work with a variety of patients. Our company values a strong relationship between our healthcare travelers and our recruiters, as...
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Commercial Insurance Sales Producer
3 weeks ago
Wakefield, Michigan, United States World Insurance Associates, LLC. Full timeJob DescriptionAre you a sales professional looking for a new challenge? Do you have a passion for risk management and insurance? We are seeking a highly motivated and experienced sales professional to join our team as a Client Advisor. As a Client Advisor, you will be responsible for identifying and cultivating new business opportunities, engaging in sales...
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AP Coordinator
3 weeks ago
Wakefield, Michigan, United States PSG Global Solutions Careers Full timeJob Summary: We are seeking an experienced AP Coordinator to join our team at PSG Global Solutions Careers. The successful candidate will be responsible for managing the accounts payable process, ensuring timely and accurate payment of invoices, and maintaining a professional relationship with vendors.Key Responsibilities:Receives and reviews invoices,...
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Senior Software Engineering Director
3 weeks ago
Wakefield, Michigan, United States C-4 Analytics Full timeDirector, Software EngineeringAt C-4 Analytics, we are seeking an experienced and dynamic Director of Software Engineering to join our team and take the lead in managing our software Engineering and DevOps team.As the right-hand for everything engineering, this individual will be responsible for driving strategy, shaping architecture, translating product...
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Director of Engineering Leadership
3 weeks ago
Wakefield, Michigan, United States C-4 Analytics Full timeC-4 Analytics is a pioneering digital marketing company that specializes in helping automotive dealerships enhance sales, increase market share, and minimize cost per acquisition. As we continue to expand our team and support our growing roster of clients, we are seeking an experienced Director of Engineering Leadership to join our team in Wakefield, MA...
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Travel LPN Position
3 weeks ago
Wakefield, Michigan, United States Genie Healthcare Full timeJob Title: LPN Travel Healthcare OpportunityJob Description:Genie Healthcare is seeking a skilled LPN to join their team for a long-term care position. As a travel LPN, you will have the opportunity to work with a variety of patients and healthcare professionals, gaining valuable experience and skills.Job Requirements:LPN/LVN license2 years of experience in...
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Part-time Administrative Support Specialist
3 weeks ago
Wakefield, Michigan, United States Standex Engraving Full timeJob SummaryWe are seeking a part-time office assistant to support the administrative tasks of our facility. This role is ideal for an individual looking for a flexible schedule, part-time, 15-25 hours per week.Key ResponsibilitiesMonitor office supply and equipment inventory, ordering low inventory as needed.Request quotes from approved suppliers, ensuring...
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Certified Nursing Assistant
3 weeks ago
Wakefield, Michigan, United States CareerStaff Unlimited Full timeCareer Opportunities for Certified Nursing AssistantsCareerStaff Unlimited is a renowned industry leader in healthcare staffing, managed services, and workforce solutions. We connect our clients with talented healthcare professionals to deliver proven excellence in patient care.About the Certified Nursing Assistant RoleThis Certified Nursing Assistant...
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Licensed Practical Nurse
4 weeks ago
Wakefield, Michigan, United States CareerStaff Unlimited Full timeJob Summary:Are you a skilled Licensed Practical Nurse (LPN) looking for a new challenge in healthcare? We have an exciting opportunity for you to join our team at a reputable facility in Wakefield, MI. As an LPN, you will play a vital role in providing high-quality patient care and making a positive impact on the lives of our residents.About the Role:As a...
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Private Client Relationship Manager
2 weeks ago
WAKEFIELD-PEACEDALE, United States Citizens Full timep>DescriptionAt 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...
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Private Client Relationship Manager
6 days ago
WAKEFIELD-PEACEDALE, 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...
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Private Client Relationship Manager
1 month ago
WAKEFIELD-PEACEDALE, 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...
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Private Client Relationship Manager, Wakefield, RI
2 months ago
Wakefield-Peacedale, United States Citizens Full timeDescription 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...
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Senior Client Implementation Specialist
4 weeks ago
wakefield, United States C-4 Analytics, LLC Full timeSenior Client Implementation Specialist, REMOTE / Hybrid (Wakefield, MA) – C-4 AnalyticsC-4 Analytics is a fast-growing, private, full-service digital marketing company that excels at helping automotive dealerships increase sales, increase market share, and lower cost per acquisition. C-4 Analytics is committed to developing innovative solutions for every...
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Senior Client Onboarding Specialist
2 weeks ago
Wakefield, United States C-4 Analytics, LLC Full timeSenior Client Onboarding Specialist, REMOTE / Hybrid (Wakefield, MA) – C-4 AnalyticsC-4 Analytics is a fast-growing, private, full-service digital marketing company that excels at helping automotive dealerships increase sales, increase market share, and lower cost per acquisition. C-4 Analytics is committed to developing innovative solutions for every...
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Senior Client Implementation Specialist
1 month ago
Wakefield, United States C-4 Analytics, LLC Full timeSenior Client Implementation Specialist, REMOTE / Hybrid (Wakefield, MA) – C-4 AnalyticsC-4 Analytics is a fast-growing, private, full-service digital marketing company that excels at helping automotive dealerships increase sales, increase market share, and lower cost per acquisition. C-4 Analytics is committed to developing innovative solutions for every...
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Senior Client Onboarding Specialist
2 weeks ago
wakefield, United States C-4 Analytics, LLC Full timeSenior Client Onboarding Specialist, REMOTE / Hybrid (Wakefield, MA) – C-4 AnalyticsC-4 Analytics is a fast-growing, private, full-service digital marketing company that excels at helping automotive dealerships increase sales, increase market share, and lower cost per acquisition. C-4 Analytics is committed to developing innovative solutions for every...
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Senior Client Onboarding Specialist
1 week ago
Wakefield, United States C-4 Analytics, LLC Full timeSenior Client Onboarding Specialist, REMOTE / Hybrid (Wakefield, MA) – C-4 AnalyticsC-4 Analytics is a fast-growing, private, full-service digital marketing company that excels at helping automotive dealerships increase sales, increase market share, and lower cost per acquisition. C-4 Analytics is committed to developing innovative solutions for every...
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High Net Worth Client Development Manager
5 days ago
Wakefield-Peacedale, Rhode Island, United States Citizens Full timeCitizens is seeking a skilled and dedicated professional to excel as a High Net Worth Client Development Manager. This role offers an exceptional opportunity to deepen relationships with affluent clients by providing tailored banking, lending, and investing solutions.Key Responsibilities:Acquire new relationships through strategic outreach and...
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Client Relations
5 days ago
Wakefield, United States ABC Home Healthcare Full timeJob Type Part-time Description OVERVIEW: The Client Relations & Community Development Specialist is a key role within our organization, responsible for driving business growth through strategic partnerships and community engagement. This position works closely with management to ensure cohesive and aligned efforts in achieving the company's goals. This...
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Tax Manager
4 months ago
Wakefield, United States Cyfle Full timeAbout the job Tax Manager We havepartnered with a Public Accounting firm in Wakefield, MA. Our client is looking to add a Tax Manager to their Wakefield, MA office. Please read the below description and let us know if you are interested. Prioritized Must Have Skills for the Tax Manager: #1. Must have CPA #2. Must have public accounting experience #3. Must...
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Tax Manager
2 weeks ago
Wakefield, United States Cyfle Full timeAbout the job Tax Manager We havepartnered with a Public Accounting firm in Wakefield, MA. Our client is looking to add a Tax Manager to their Wakefield, MA office. Please read the below description and let us know if you are interested. Prioritized Must Have Skills for the Tax Manager: #1. Must have CPA #2. Must have public accounting experience #3. Must...
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Digital Marketing Account Manager
3 weeks ago
Wakefield, Massachusetts, United States C-4 Analytics, LLC Full timeAbout the Role:C-4 Analytics, LLC is seeking a skilled Digital Marketing Account Manager to join our team. As a Digital Marketing Account Manager, you will be responsible for managing client relationships, developing and executing digital marketing campaigns, and analyzing campaign results.Key Responsibilities:Manage client relationships and develop...
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Client Service Representative
5 months ago
Wakefield, United States VCA Animal Hospitals Full time**Veterinary Client Service Representative** VCA Wakefield Animal Hospital located just 20 minutes north of Boston and 20 minutes south of New Hampshire is seeking a client service professional to join our fast-growing AAHA-accredited, 12-doctor general and exotics practice. Our new facility is designed with separate entrances, lobbies, exam rooms, and...
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Health and Welfare Account Manager
4 weeks ago
Wakefield, Massachusetts, United States Sentinel Group Full timeJob DescriptionLocation Note: This is a remote position.The Purpose of Your Role:We are seeking a highly motivated individual to join our company as part of our Health and Welfare Service Team. The Health and Welfare Account Manager is responsible for developing and maintaining professional relationships with our client base. Our team works with employers to...
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Client Service Representative
1 month ago
Wakefield, Massachusetts, United States VCA Animal Hospitals Full timeClient Service RepresentativeVCA Wakefield Animal Hospital is seeking a client service professional to join our team. As the face of our hospital, you will be responsible for delivering exceptional client service and ensuring a positive experience for our customers.Key Responsibilities:Provide exceptional customer service, including greeting visitors and...
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CAAS Manager
3 weeks ago
Wakefield, Massachusetts, United States CyberCoders Full timeJob Title: CAAS ManagerJob Summary:We are seeking a highly motivated and skilled CAAS Manager to lead our accounting and advisory services team. The successful candidate will require close alignment with firm leadership as we continue to grow and establish this key service area. The ideal candidate will have extensive experience in accounting, a passion for...
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CAAS Manager
4 weeks ago
Wakefield, Massachusetts, United States CyberCoders Full timeJob Title: CAAS ManagerCyberCoders is seeking a highly motivated and skilled CAAS Manager to lead our accounting and advisory services team. The ideal candidate will have extensive experience in accounting, a passion for client service, and the leadership skills to drive growth and innovation.Key Responsibilities:Develop and implement strategic plans for...
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CAAS Manager
7 days ago
wakefield, United States CyberCoders Full timeCompany OverviewWe are a leading public accounting firm that is looking for experienced CAAS Manager to join our team. We specialize in business advisory and tax services that set us apart from other firms.Position OverviewWe are seeking a highly motivated and skilled CAAS Manager to join our team. The successful candidate will require close alignment with...