Business Operations Manager

4 weeks ago


Irvine, California, United States Citizens Financial Group, Inc. Full time
Job Summary

This role is an integral part of a Relationship Manager team, providing key support for client interactions, calendar management, and executive functionality. The ideal candidate will demonstrate a high level of sophistication and accountability in handling sensitive client information, with a focus on delivering exceptional white glove service.

Key Responsibilities
  • Support high-performing sales leaders with expense management, travel, and schedule coordination, as well as technology support and phone/email responses.
  • Provide marketing support, ensuring compliance and current marketing materials, and maintaining office supplies for client meetings and events.
  • Maintain file management and client written communications, organizing various business activities and tasks related to gifts, centers of influence, and referral sources.
  • Lead team management, allocating resources, assigning tasks, and monitoring progress to ensure timely completion of deliverables.
  • Engage with internal stakeholders to understand business support needs and requirements.
  • Optimize business support processes and workflows, identifying opportunities to streamline service delivery and performance.

Requirements
  • 3+ years of experience in supporting high-performing sales leaders and teams in the financial services industry.
  • Bachelor's degree preferred.
  • Strong written and verbal communication skills.
  • Attention to detail, action-oriented, and organized.
  • Systems knowledge: MS Office required; Concur, Zoom, and Teams software experience a plus.
  • Ability to work collaboratively, adapt to changing priorities, and provide excellent client service.
  • Problem-solving mindset and excellent time management skills.

Benefits
Citizens Financial Group, Inc. offers competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.

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