Private Client Relationship Manager
3 days ago
Citizens is seeking a 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. Your primary focus will be on delivering exceptional client experiences, providing tailored financial solutions, and helping clients 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 provide comprehensive financial solutions
- Develop and maintain relationships with internal partners to ensure seamless delivery of banking and lending solutions
- Provide regular, value-added engagement with clients, including face-to-face meetings, consistent communication, and access to financial education materials
- Bachelor's degree or 3-5 years of relevant experience
- SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
- Demonstrated success in a client-centric, proactive sales environment
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements
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 career growth. If you are a motivated and results-driven professional with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.
-
Private Client Relationship Manager
3 days ago
King of Prussia, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a 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. Your primary focus will be on providing exceptional client service, identifying and pursuing new business...
-
Client Relationship Manager
3 weeks ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob SummaryWe are seeking a highly skilled and experienced National Client Manager to join our team at Reliance Matrix. As a key member of our organization, you will be responsible for managing and owning the overall client relationship, delivering exceptional customer experiences, and driving business growth.Key ResponsibilitiesClient Relationship...
-
Executive Relationship Manager
1 week ago
King of Prussia, Pennsylvania, United States JM Search Full timeAbout the Role:As a key member of the JM Search team, you will play a vital role in expanding our client portfolio within the retained executive search domain. Leveraging your network and proven relationship management expertise, you will cultivate and foster relationships with Private Equity firms, driving business growth and contributing to our continued...
-
National Client Relationship Manager
4 weeks ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timePosition OverviewThe National Client Manager (NCM) plays a pivotal role in overseeing the entire customer journey for designated national clients while managing and nurturing the overall client relationship. Leading a team of skilled professionals, the NCM is responsible for delivering on commitments, maximizing our service capabilities, and addressing...
-
National Client Relationship Manager
3 weeks ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timePosition OverviewThe National Client Manager (NCM) plays a pivotal role in ensuring a superior customer experience for designated national clients while overseeing the comprehensive client relationship. Leading a dedicated team of professionals, the NCM is responsible for fulfilling commitments, harnessing our service capabilities to surpass client...
-
Executive Relationship Manager
17 hours ago
King of Prussia, Pennsylvania, United States JM Search & Company Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Relationship Leader to join our team at JM Search & Company. As a key member of our team, you will be responsible for driving business growth and expanding our client portfolio within the retained executive search domain.Key ResponsibilitiesNetwork and Relationship Building: Proactively...
-
National Client Relationship Manager
3 weeks ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob Responsibilities and Requirements The National Client Manager (NCM) is responsible for overseeing the complete customer journey with designated national clients while managing and nurturing the overall client partnership. Leading a team of skilled professionals, the NCM is dedicated to fulfilling commitments, maximizing service capabilities, and...
-
Client Relationship Executive
4 weeks ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob Responsibilities and Requirements The Client Relationship Executive is accountable for overseeing dedicated client portfolios that encompass between 500 to 2,000 lives. This role serves as the primary liaison for clients, providing consultative support on contracts, plan configurations, financial inquiries, renewal processes, and the resolution of...
-
Client Relationship Specialist
4 weeks ago
King of Prussia, Pennsylvania, United States Peoples Security Bank & Trust Company Full timeJoin the team at Peoples Security Bank & Trust Company, where we value your potential and growth. As a Client Relationship Specialist, you will provide outstanding service to our customers and prospects, focusing on fulfilling the financial requirements of our diverse community. Your role will involve advising clients, offering tailored financial solutions,...
-
Relationship Manager
2 weeks ago
King of Prussia, Pennsylvania, United States Fiserv Full timeAbout the RoleFiserv is seeking a highly skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for managing and growing our relationships with senior-level decision makers and influencers at assigned clients.Key ResponsibilitiesServe as the primary point of contact and information resource to clients,...
-
Client Relations Manager
2 days ago
King of Prussia, Pennsylvania, United States Ageless Mens Health Full timeJob OverviewWe are seeking a highly skilled Client Relations Manager to join our team at Ageless Men's Health. As a key member of our organization, you will be responsible for fostering strong relationships with our patients and driving the growth of our clinic.Key Responsibilities:Develop and maintain successful client relationships to drive clinic...
-
National Client Manager
2 weeks ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob SummaryWe are seeking a highly skilled National Client Manager to join our team at Reliance Matrix. As a key member of our organization, you will be responsible for managing and owning the overall client relationship, delivering exceptional customer experiences, and driving business growth.Key ResponsibilitiesBuild and nurture effective relationships...
-
Senior Retirement Services Client Manager
3 weeks ago
King of Prussia, Pennsylvania, United States Disability Solutions Full timeValue PropositionAt Disability Solutions, our core values shape our identity and drive our mission to enhance lives. Our workforce is the foundation of our success, and we are dedicated to fostering a positive influence in our communities. We advocate for a culture that emphasizes ongoing education, work-life balance, and inclusivity. Our digitally empowered...
-
Client Manager
2 weeks ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob SummaryWe are seeking a highly skilled Client Manager to join our team at Reliance Matrix. As a Client Manager, you will be responsible for managing dedicated client accounts, providing exceptional customer service, and driving revenue growth through strategic account management and sales initiatives.Key ResponsibilitiesAccount ManagementDevelop and...
-
Real Estate Operations Manager
4 weeks ago
King of Prussia, Pennsylvania, United States Private Posting Full timeJob OverviewOur client is seeking a dedicated Real Estate Operations Manager to oversee a premier property. This role encompasses full responsibility for the property’s physical assets, ensuring the satisfaction and retention of both staff and residents. The Operations Manager is tasked with optimizing financial performance in alignment with the company's...
-
Relationship Banker
2 weeks ago
King of Prussia, Pennsylvania, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives us to deliver exceptional results for our clients, teammates, communities, and shareholders every day.We strive to be a great place to work...
-
Senior Client Services Associate
6 days ago
King of Prussia, Pennsylvania, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled Senior Client Services Associate to join our team at Jobot. As a key member of our client services team, you will be responsible for delivering exceptional service to our clients, managing client relationships, and supporting our financial advisors in delivering comprehensive wealth management solutions.Key...
-
Senior Client Services Associate
4 days ago
King of Prussia, Pennsylvania, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Senior Client Services Associate to join our team at Jobot. As a key member of our financial services firm, you will be responsible for managing client relationships, providing exceptional service, and supporting our financial advisors in delivering comprehensive wealth management solutions.Key...
-
Client Service Associate
21 hours ago
King of Prussia, Pennsylvania, United States Gpac Full timeClient Service AssociateWe are seeking a highly skilled Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing exceptional service through timely and accurate administrative support across client accounts.Key Responsibilities:Serve as the primary point of contact for assigned client...
-
Relationship Banker
2 weeks ago
King of Prussia, Pennsylvania, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives us to deliver exceptional results for our clients, teammates, communities, and shareholders every day.We strive to be a great place to work...