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 retain new-to-wealth relationships through proactive outreach and engagement
- Conduct thorough discovery to understand client goals, objectives, and financial situations
- Collaborate with Certified Financial Planners and Financial Advisors to create and analyze client financial plans
- Introduce clients to a range of banking, lending, and investment solutions to help them achieve their financial goals
- Provide exceptional client service and support to ensure client satisfaction and loyalty
- Bachelor's degree or 3-5 years of relevant experience
- SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements
Citizens offers a competitive salary range of $70k-90k per year, plus opportunities for incentive earnings. We also provide comprehensive benefits, including medical, dental, and vision coverage, retirement benefits, and education reimbursement.
We are an equal employment opportunity employer and value diversity, equity, and inclusion. If you are a motivated and customer-focused individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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Private Client Relationship Manager
2 weeks ago
Ithaca, New York, United States Citizens Full timeRole OverviewCitizens 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 tailored financial solutions to help them achieve their goals.Key ResponsibilitiesAcquire and...
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Client Relationship Manager
4 weeks ago
Ithaca, New York, United States Citizens Full timeAbout the RoleCitizens, a leading financial institution, 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...
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Business Banking Relationship Manager
4 days ago
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Relationship Banker
5 days ago
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Relationship Banker
3 weeks ago
Ithaca, New York, United States M&T Bank Full timeJob SummaryM&T Bank is seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will play a key role in building and maintaining strong relationships with our customers, providing them with exceptional service and helping them achieve their financial goals.Key ResponsibilitiesCustomer Relationship Building: Identify and...
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Relationship Banker
3 weeks ago
Ithaca, New York, United States M&T Bank Full timeJob SummaryM&T Bank is seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will play a key role in building and maintaining strong relationships with our customers, providing them with exceptional service and helping them achieve their financial goals.Key ResponsibilitiesCustomer Relationship Building: Identify and build...
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Relationship Banker
2 weeks ago
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Member Relationship Specialist
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Veterinary Client Relations Specialist
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Veterinary Client Relations Specialist
1 month ago
Ithaca, New York, United States Cornell University Full timePosition Overview:The Cornell University College of Veterinary Medicine (CVM) is in search of a dedicated Client Services Representative to enhance the experience at the Cornell University Hospital for Animals (CUHA). Key Responsibilities:The successful candidate will demonstrate a genuine concern for both clients and their pets, exhibiting outstanding...
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Tax Manager
2 weeks ago
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3 weeks ago
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Account Manager
4 days ago
Ithaca, New York, United States Fathom Mfg Full timeJob Title: Account ManagerFathom Mfg is seeking a highly motivated and experienced Account Manager to join our team. As an Account Manager, you will be responsible for developing and executing strategies to create new business relationships and manage existing accounts to drive revenue growth.Key Responsibilities:Develop and execute sales strategies to...
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Tax Manager
7 days ago
Ithaca, New York, United States Insero & Co. CPAs Full timeJob Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Insero & Co. CPAs. As a Tax Manager, you will be responsible for preparing and reviewing complex individual and small business tax returns, as well as providing tax planning and advisory services to our clients.Responsibilities:Prepare and review Personal and Entity tax...
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Clinical Case Manager for Housing Initiatives
4 weeks ago
Ithaca, New York, United States SJCS Full timePosition Title: Housing-Focused Clinical Case Manager at SJCS Ithaca Shelter ProgramCompany Overview: St. Johns Community Services is dedicated to fostering inclusive environments where every individual can flourish, irrespective of their circumstances.Role Overview: The Housing-Focused Clinical Case Manager is essential to the SJCS Ithaca Shelter Program,...
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3 weeks ago
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3 weeks ago
Ithaca, New York, United States ASM Global Full timeAbout the RoleASM Global is seeking a highly skilled Sales and Marketing Manager to join our team at the Ithaca Downtown Conference Center location. As a key member of our sales staff, you will be responsible for marketing our venues and initiating event-related promotions to drive revenue growth.Key ResponsibilitiesCollaborate with the sales team to achieve...
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Clinical Case Manager with Housing Focus
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