Client Relationship Executive

4 weeks ago


Boardman, Ohio, United States Citizens Bank Full time

Position: Client Relationship Executive

Sector: Wealth Management and Investment Services

Location: Various locations in Ohio

Role Overview: As a Client Relationship Executive, you will play a pivotal role in fostering and maintaining relationships with high-net-worth individuals. Your expertise will contribute to the overall success of our wealth management services.

Key Responsibilities:

  • Develop and nurture client relationships to ensure satisfaction and retention.
  • Provide tailored financial solutions that align with clients' goals and objectives.
  • Collaborate with internal teams to deliver comprehensive wealth management strategies.
  • Stay informed about market trends and investment opportunities to advise clients effectively.

Qualifications:

  • Proven experience in client relationship management within the financial services sector.
  • Strong communication and interpersonal skills.
  • Ability to analyze financial data and provide insightful recommendations.

Join us in delivering exceptional service and innovative financial solutions to our valued clients.



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