Client Relationship Manager
6 days ago
Citizens, 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 service.
Key Responsibilities- Client Acquisition and Retention: Acquire new clients through leads and referrals, and develop strategies to retain existing relationships.
- Financial Planning and Advice: Collaborate with Certified Financial Planners and Financial Advisors to create and analyze clients' financial plans, and provide recommendations on banking, lending, and investment solutions.
- Relationship Management: Engage with clients on a regular basis, providing proactive outreach and follow-up to ensure their financial needs are met.
- Business Development: Identify opportunities to introduce clients to other financial products and services, and develop strategies to increase revenue growth.
- Communication and Collaboration: Work closely with internal partners, including Financial Advisors, Wealth Advisors, and Home Loan Officers, to provide seamless service to clients.
- Education and Certifications: Bachelor's degree or 3-5 years of relevant experience, with Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
- Experience and Skills: Proven success in a client-centric, proactive sales environment, with experience in cultivating relationships and generating revenue.
- Communication and Interpersonal Skills: Excellent written and verbal communication skills, with the ability to build strong relationships with clients and internal partners.
Citizens offers a competitive salary range of $70k-90k per year, plus an opportunity to earn additional incentive earnings. We also provide comprehensive medical, dental, and vision coverage, retirement benefits, and a range of other perks and benefits.
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Relationship Banker
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Veterinary Client Relations Specialist
1 week ago
Ithaca, New York, United States Cornell University Full timeThe Cornell University College of Veterinary Medicine (CVM) is seeking a dedicated Client Services Representative to enhance the experience at the Cornell University Hospital for Animals (CUHA). This role requires a genuine passion for both people and animals, coupled with exceptional communication abilities, strong organizational skills, and a proactive...
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Veterinary Client Service Representative
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Ithaca, New York, United States VCA Animal Hospitals Full timeClient Service RepresentativeWe 're seeking a Full-time Client Service Representative with veterinary hospital experience to join our team.At VCA Animal Hospitals, we take our mission statement – your pet's health is our top priority and excellent service is our goal – very seriously. With every opportunity, we aim to exceed each pet owner's...
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Veterinary Client Relations Specialist
2 weeks 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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Client Support Advocate
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Ithaca, New York, United States ST JOHNS COMMUNITY SERVICES Full timeJob OverviewPosition DetailsLocationRemoteEmployment TypeFull TimeEducation RequirementHigh School DiplomaCompensation$22.00 per hourWork ScheduleFlexible ShiftsSectorNonprofit - Social ServicesMission StatementOur goal is to foster inclusive communities where every individual, regardless of their situation, has the opportunity to thrive and lead fulfilling...
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4 days ago
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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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Clinical Case Manager with Housing Focus
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Tax Manager
5 days ago
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Tax Manager
4 days ago
Ithaca, New York, United States Insero & Co. CPAs, LLP Full timeAbout Insero & Co. CPAs, LLPInsero & Co. CPAs, LLP is a dynamic accounting and business advisory practice serving a diverse range of clients, including businesses, nonprofits, governmental entities, and individuals throughout New York state. Our core values are centered around being Passionate about People, and we strive to create a work environment that is...
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Food Service Operations Manager
2 weeks ago
Ithaca, New York, United States Cornell University Full timeAbout Us:At Cornell University, we are dedicated to fostering transformation in our diverse student body. Our Student and Campus Life (SCL) division comprises experts in student affairs who address essential aspects of student life, including health, wellness, social justice, and food services. We serve approximately 25,000 students across various campuses,...
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Travel Nurse RN
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2 weeks ago
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4 days ago
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Clinical Services Manager
2 weeks ago
Ithaca, New York, United States Brookdale Senior Living Full timePosition OverviewBrookdale Senior Living has been recognized as one of America's Greatest Workplaces for Diversity. We are seeking a dedicated Clinical Services Manager to oversee the clinical operations within our community.About the RoleAs the Clinical Services Manager, you will leverage your leadership skills to guide and manage the clinical team,...
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6 days ago
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Clinical Services Manager
2 weeks ago
Ithaca, New York, United States Brookdale Senior Living Full timePosition OverviewRecognized for excellence in workplace diversity, Brookdale Senior Living is seeking a dedicated Clinical Services Manager.About the RoleAs the Clinical Services Manager, you will leverage your leadership skills to guide and oversee the clinical team, ensuring the delivery of exceptional care and services to our residents. Your role will...
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Executive Director of Fitness Operations
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Food Service Operations Manager
4 days ago
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