Private Client Relationship Manager
17 hours ago
As a Private Client Relationship Manager at Citizens, you will play a critical role in deepening relationships with our affluent and high-net-worth clients. Your primary responsibility will be to engage directly with these clients, providing tailored financial planning and advice to help them achieve their financial goals.
Key Responsibilities:
- Acquire and retain new-to-wealth relationships through proactive outreach and engagement
- Conduct thorough discovery to understand client needs and goals, and develop personalized financial plans
- Collaborate with Certified Financial Planners and Financial Advisors to create and analyze client financial plans
- Introduce appropriate opportunities to segment partners, based on client financial goals
- Provide regular, value-added engagement with clients, including face-to-face or virtual meetings, consistent communication, and access to financial education materials
Requirements:
- Bachelor's degree (preferred) or 3-5 years relevant equivalent experience
- SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
- Demonstrated success in a client-centric, proactive sales environment
- Experience in cultivating relationships and generating revenue
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements
Why Work for Citizens:
Citizens is a customer-centric organization that values diversity, equity, and inclusion. We offer a supportive and collaborative work environment, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity:
Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates.
-
Client Relationship Executive
3 weeks ago
Utica, New York, United States Great Rentals Full timeJob OverviewWe are looking for a dedicated professional to become a part of the Great Rentals family. In this role, you will play a crucial part in the marketing and distribution of home furnishings, appliances, and household items.Key ResponsibilitiesEngage in the sale and delivery of various products to customers.Manage payment collections on customer...
-
Home Health Nurse
6 days ago
Utica, New York, United States Quality Private Duty Care Full timeJob Title: Home Health NurseWe are seeking a skilled and compassionate Home Health Nurse to join our team at Quality Private Duty Care. As a Home Health Nurse, you will provide high-quality patient care and support to individuals in the comfort of their own homes.Responsibilities:Assist clients with daily living activities, such as bathing, dressing, and...
-
Financial Relationship Banker
2 weeks ago
Utica, New York, United States Huntington National Bank Full timeAbout the RoleHuntington National 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 consumer and business customers.Key ResponsibilitiesCustomer Service and Relationship Building: Provide exceptional customer service and proactively...
-
Travel Nurse RN
2 weeks ago
Utica, New York, United States HealthEcareers - Client Full timeAbout the JobWe are seeking a skilled Travel Nurse RN to join our team at HealthEcareers - Client. As a Travel Nurse RN, you will be responsible for providing high-quality patient care in a Coronary Care Unit setting.Job ResponsibilitiesProvide direct patient care to patients with coronary care needsCollaborate with the healthcare team to develop and...
-
Travel Nurse RN
2 weeks ago
Utica, New York, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - Emergency DepartmentHealthEcareers - Client is seeking a skilled Travel Nurse RN to fill an Emergency Department position. As a travel nurse, you will be responsible for providing high-quality patient care in a fast-paced emergency setting.Job SummaryThe ideal candidate will have at least 1 year of recent acute care experience in...
-
Travel Nurse RN
2 weeks ago
Utica, New York, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN - Progressive Care Unit to join their team. As a key member of the healthcare team, you will provide high-quality patient care and support in a fast-paced Progressive Care Unit environment.Key ResponsibilitiesProvide direct patient care to patients with complex medical needsCollaborate...
-
Personal Care Assistant
1 day ago
Utica, New York, United States Quality Private Duty Care Full timeJob Title: Personal Care AttendantAt Quality Private Duty Care, we are seeking a compassionate and skilled Personal Care Attendant to join our team. As a Personal Care Attendant, you will play a vital role in providing high-quality care to our clients in the comfort of their own homes.Responsibilities:Assist clients with daily living activities, such as...
-
Personal Care Assistant
6 days ago
Utica, New York, United States Quality Private Duty Care Full timeJob Title: Personal Care AttendantAt Quality Private Duty Care, we are seeking a compassionate and skilled Personal Care Attendant to join our team.Job Summary:We are looking for a dedicated and caring individual to provide personal care and related services to our clients in the comfort of their own homes. As a Personal Care Attendant, you will work under...
-
Financial Relationship Banker
2 days ago
Utica, New York, United States Huntington National Bank Full timeAbout the RoleWe are seeking a skilled Relationship Banker to join our team at Huntington National Bank. As a Relationship Banker, you will play a key role in building and maintaining strong relationships with our consumer and business customers.Key ResponsibilitiesProvide exceptional customer service and effectively resolve customer issues.Identify...
-
Utica, New York, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Labor and DeliveryHealthEcareers - Client is seeking a skilled Travel Nurse RN Labor and Delivery to join their team in Utica, New York.Job Summary:We are looking for a dedicated and compassionate Labor and Delivery Registered Nurse to provide high-quality patient care in a fast-paced environment. The ideal candidate will have...
-
Travel Nurse RN
2 weeks ago
Utica, New York, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - Operating RoomWe are seeking a skilled Travel Nurse RN - Operating Room to join our team at HealthEcareers - Client. As a Travel Nurse RN - Operating Room, you will be responsible for providing high-quality patient care in a fast-paced operating room environment.Job Summary:Provide direct patient care in the operating room,...
-
Travel Nurse RN
2 weeks ago
Utica, New York, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - Emergency DepartmentWe are seeking a skilled and experienced Travel Nurse RN to join our team at HealthEcareers - Client in the Emergency Department. As a Travel Nurse RN, you will be responsible for providing high-quality patient care and working collaboratively with our healthcare team to ensure the best possible outcomes for...
-
Travel Nurse RN PCU Specialist
5 days ago
Utica, New York, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN PCU SpecialistWe are seeking a skilled Travel Nurse RN PCU Specialist to join our team at a reputable healthcare facility in Utica, New York.Job Summary:The successful candidate will provide high-quality patient care in a dynamic and fast-paced environment. As a Travel Nurse RN PCU Specialist, you will be responsible for assessing...
-
Travel Nurse RN Intermediate Care Position
20 hours ago
Utica, New York, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Intermediate CareWe are seeking a skilled Travel Nurse RN to join our team in Utica, NY. As a Travel Nurse RN, you will be responsible for providing high-quality patient care in an Intermediate Care setting.Job Summary:This is a 13-week travel nursing opportunity in Utica, NY. The shift is 12 hours, nights, and the employment type...
-
Travel Nurse RN
2 weeks ago
Utica, New York, United States HealthEcareers - Client Full timeJob DescriptionHealthEcareers - Client is seeking a skilled Intensive Care Unit (ICU) nurse to join their team as a travel nurse. As an ICU nurse, you will be responsible for providing high-quality patient care to critically ill patients, working closely with the healthcare team to ensure the best possible outcomes.Key Responsibilities:Monitor and assess...
-
Automotive Client Support Specialist
3 weeks ago
Utica, New York, United States MNP LLP Full timePosition OverviewMNP LLP is seeking a dedicated Automotive Client Support Specialist to join our team. This role is essential in ensuring exceptional service delivery to our customers in the automotive sector.Key ResponsibilitiesEnsure 100% on-time delivery to clients.Monitor and analyze delivery performance metrics.Coordinate daily shipments and inventory...
-
Travel Nurse RN ICU
2 weeks ago
Utica, New York, United States HealthEcareers - Client Full timeJob SummaryCare Team Solutions is seeking a skilled travel nurse RN ICU - Intensive Care Unit for a travel nursing position with HealthEcareers - Client.Job ResponsibilitiesProvide high-quality patient care in a fast-paced ICU environmentCollaborate with interdisciplinary teams to develop and implement patient care plansConduct thorough assessments, identify...
-
Travel Nurse RN PCU
3 days ago
Utica, New York, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN PCUSolomon Page is seeking a skilled Travel Nurse RN PCU to join our team in Utica, New York.Job Details:Specialty: PCU - Progressive Care UnitDiscipline: RNDuration: 13 weeksShift: 12 hours, nightsEmployment Type: TravelOur client is looking for a Registered Nurse to provide high-quality patient care in a dynamic PCU...
-
Travel Nurse ICU RN
1 week ago
Utica, New York, United States HealthEcareers - Client Full timeJob DetailsWe are seeking a skilled Travel Nurse ICU RN to join our team at a top-rated hospital in Utica, New York.Job RequirementsSpecialty: ICU - Intensive Care UnitDiscipline: RNShift: 12 hours, nightsEmployment Type: TravelPerks: Current AHA BLS, ACLS, NIHSS, Critical Care Course/ECCO (ACCN)NURSYS Report Licenses verification with ACTIVE NY LicenseRTO...
-
Travel Nurse RN
3 days ago
Utica, New York, United States HealthEcareers - Client Full timeJob Title: Registered Nurse - Emergency DepartmentCross Country Nurses is seeking a skilled Registered Nurse to join their team in Utica, New York.Job DescriptionAs an Emergency Department Nurse, you will be responsible for providing high-quality patient care in a fast-paced environment. You will assess patients' conditions, develop and implement...