Private Client Relationship Manager
2 weeks ago
Citizens 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 Responsibilities- Acquire and deepen relationships with high-net-worth clients through proactive outreach and engagement.
- Conduct thorough discovery to understand clients' financial goals and objectives.
- Collaborate with Certified Financial Planners and Financial Advisors to create and implement personalized financial plans.
- Provide exceptional client service and support to ensure client satisfaction and loyalty.
- Leverage Salesforce CRM tool to document client interactions and track progress.
- Bachelor's degree or 3-5 years of relevant experience.
- SIE, Series 6, 63, and Life and Health Insurance Licenses.
- At least two FINRA licenses required; additional licenses can be obtained within a specific timeframe upon hire.
- Demonstrated success in a client-centric, proactive sales environment.
- Excellent written and verbal communication skills.
Citizens is a customer-centric organization that values diversity, equity, and inclusion. We offer a supportive and collaborative work environment, with opportunities for career growth and development.
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Private Client Relationship Manager
4 days ago
New Bedford, Massachusetts, United States Citizens Full timeJob SummaryCitizens is seeking a 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. Your primary focus will be on delivering exceptional client service, providing tailored financial solutions, and...
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New Bedford, Massachusetts, 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,...
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New Bedford, Massachusetts, United States Citizens Full timeAbout the RoleCitizens is seeking a Private Client Relationship Manager to join our team in New Bedford, MA. 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 clients through proactive outreach...
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New Bedford, Massachusetts, United States Citizens Full timeJob SummaryCitizens 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 affluent and high-net-worth clients, providing them with tailored financial solutions and exceptional customer service.Key ResponsibilitiesClient...
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New Bedford, Massachusetts, United States Citizens Full timeJob SummaryCitizens 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 building and maintaining relationships with affluent and high-net-worth clients, providing them with tailored financial planning and advice to help them achieve their financial...
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New Bedford, Massachusetts, United States Citizens Full timeJob SummaryCitizens is seeking a 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. Your primary focus will be on delivering exceptional client experiences, providing tailored financial solutions,...
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Travel Nurse RN Position
1 week ago
New Bedford, Massachusetts, United States HealthEcareers - Client Full timeJob Title: RN Long Term Care Travel NurseCore Medical Group is seeking a skilled Registered Nurse (RN) for a travel nursing assignment in Long Term Care. This opportunity is available in Bedford, Pennsylvania.Job Details:Specialty: Long Term CareDiscipline: RNDuration: 13 weeksShift: 8 hoursEmployment Type: TravelThe ideal candidate will have experience in...
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Customer Relationship Manager
3 weeks ago
New Bedford, Massachusetts, United States David Peterson - State Farm Agent Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Sales Representative. As a key member of our team, you will be responsible for building and developing customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Key ResponsibilitiesCustomer...
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Travel Nurse RN Long Term Care Opportunity
2 weeks ago
New Bedford, Massachusetts, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Long Term CareHealthEcareers - Client is seeking a skilled Travel Nurse RN Long Term Care professional to join their team. As a travel nurse, you will have the opportunity to work in a variety of settings and gain valuable experience in long-term care.About the JobSpecialty: Long Term CareDiscipline: RNShift: 8 hoursEmployment...
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Civil Project Manager
5 days ago
New Bedford, Massachusetts, United States BCC Engineering Full timeAbout the Role: BCC Engineering is a leading design firm that offers integrated engineering services to public and private sector clients. We are seeking a skilled Civil Project Manager to join our team. Key Responsibilities: Lead a team to complete infrastructure projects and ensure fulfillment of executed client contracts and financial...
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National Director of Client Services
1 week ago
New Bedford, Massachusetts, United States Markel Service Inc. Full timeJob Title: National Director of Client ServicesAt Markel Service Inc., we're seeking a highly skilled and experienced National Director of Client Services to lead our Account Management team. As a key member of our leadership team, you will be responsible for driving business growth, improving customer satisfaction, and developing strategic partnerships.Key...
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Travel Nurse RN Position
1 week ago
New Bedford, Massachusetts, United States HealthEcareers - Client Full timeJob Title: RN Hospice Travel AssignmentSkyline Med Staff Home Health is seeking a skilled travel nurse RN to join their team for a hospice care travel assignment in New Hampshire.Job Details:Specialty: HospiceDiscipline: RNDuration: 13 weeksShift: 8 hours, daysEmployment Type: TravelAs a travel nurse RN with Skyline Med Staff Home Health, you will have the...
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Travel Nurse RN Long Term Care Specialist
2 weeks ago
New Bedford, Massachusetts, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Long Term CareSolomon Page is seeking a skilled Travel Nurse RN Long Term Care professional to join our team.Job Summary:We are looking for a dedicated and compassionate Registered Nurse to provide high-quality patient care in a Long Term Care setting. As a Travel Nurse RN Long Term Care, you will have the opportunity to work with...
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New Bedford, Massachusetts, United States STXZ LLC Full timeJob OpportunitySTXZ LLC, the leading Private Lacrosse Training company in the US, is seeking passionate and experienced lacrosse trainers to work with players of all ages in Bedford, NY and surrounding areas.We're looking for individuals who love the game, enjoy working with kids, and bring a positive, patient attitude to each session.Key...
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Commercial Insurance Client Relations Specialist
1 month ago
New Bedford, Massachusetts, United States Boufford Insurance Agency Full timeJob OverviewBoufford Insurance Agency is looking for a detail-oriented and proactive Commercial Insurance Client Relations Specialist to enhance our dedicated team. In this role, you will be responsible for fostering client relationships, managing communications, and ensuring that all necessary documentation is meticulously maintained. Your attention to...
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Client Relations Coordinator
1 month ago
New Bedford, Massachusetts, United States Myfamilyestateplanning Full timeJob OverviewThis position serves as a summary of the typical functions and responsibilities associated with the role. The tasks and duties may vary from those outlined here, and additional responsibilities may be assigned as needed.Position Summary:As a Client Relations Coordinator, your primary objective will be to enhance client satisfaction and uphold...
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Travel Nurse RN
1 week ago
New Bedford, Massachusetts, United States HealthEcareers - Client Full timeJob Title: RN Hospice Palliative Care RN DaysArdor Health Solutions is seeking a skilled travel nurse RN to join our team in Bedford, New Hampshire.Job Description & RequirementsSpecialty: Hospice Palliative Care RNDiscipline: RNEmployment Type: TravelLocation: Bedford, NHSetting: HospiceArdor Health Solutions is a leading provider of healthcare staffing...
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Client Services Coordinator
1 month ago
New Bedford, Massachusetts, United States Equus Full timeCompany Overview Equus Workforce Solutions is dedicated to empowering job seekers and individuals transitioning in their careers, with a strong emphasis on sustainable, high-growth, and in-demand sectors. Our skilled workforce professionals provide a range of comprehensive solutions at integrated career centers, sector-specific facilities, and community...
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Client Services Coordinator
4 weeks ago
New Bedford, Massachusetts, United States Equus Full timeCompany Overview Equus Workforce Solutions is dedicated to assisting job seekers and individuals looking to transition careers by focusing on sustainable, high-growth, and high-demand sectors. Our skilled and dedicated workforce professionals provide comprehensive solutions at integrated career centers, sector-specific facilities, and community partner...
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Wealth Management Consultant Associate
4 weeks ago
New Bedford, Massachusetts, United States Charles Schwab Full timeYour Opportunity At Charles Schwab, we empower you to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to transform the finance industry together. This role is integral to the Branch Network, primarily focused on delivering Wealth Management services to individuals and families to address...