Private Client Relationship Manager
6 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 driving revenue growth.
Key Responsibilities- Acquire and retain new-to-wealth relationships through proactive outreach and engagement
- Develop and implement customized financial plans to meet client goals and objectives
- Collaborate with internal partners to provide comprehensive banking and lending solutions
- Conduct regular client reviews and provide ongoing coaching and support
- Stay up-to-date on industry trends and regulatory requirements to ensure a sound control environment
- Bachelor's degree or 3-5 years of relevant experience
- Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
- Demonstrated success in a client-centric sales environment
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements
Citizens is a customer-centric organization that values its employees and the communities we serve. As a Private Client Relationship Manager, you will have the opportunity to make a meaningful impact on our clients' lives and contribute to the growth and success of our organization.
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Private Client Relationship Manager
5 days ago
Great Barrington, Massachusetts, 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 delivering exceptional client experiences, providing tailored financial solutions,...
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Private Client Relationship Manager
2 weeks ago
Great Barrington, Massachusetts, 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...
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Great Barrington, Massachusetts, United States Citizens Full timeAbout the RoleCitizens is seeking a highly 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 our affluent and high-net-worth clients.Key ResponsibilitiesAcquire new relationships through leads and referrals, and develop a deep...
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Great Barrington, Massachusetts, United States Citizens Full timeJob DescriptionRole SummaryCitizens is seeking a highly 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 strong relationships with our affluent and high-net-worth clients.Key ResponsibilitiesClient Acquisition and RetentionAcquire new clients...
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Great Barrington, Massachusetts, United States Citizens Full timeJob DescriptionRole SummaryCitizens 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 our affluent and high-net-worth clients.Key ResponsibilitiesClient Acquisition and RetentionAcquire new, high-net-worth...
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Great Barrington, Massachusetts, United States Citizens Full timeJob DescriptionRole SummaryCitizens 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 acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesAcquire new, qualified relationships through leads and...
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Great Barrington, Massachusetts, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire new relationships through leads and referrals, and develop a deep...
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Great Barrington, Massachusetts, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will play a critical role in helping our affluent and high-net-worth clients achieve their financial goals.Key ResponsibilitiesAcquire and deepen relationships with high-net-worth clients through proactive...
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Certified Nursing Assistant
3 weeks ago
Great Barrington, Massachusetts, United States Preferred Healthcare Full timeJob Title: Certified Nursing Assistant - Private ClientPreferred Healthcare is seeking a skilled Certified Nursing Assistant to provide high-quality care to our private clients in Barrington, RI.Job Summary:We are looking for a compassionate and detail-oriented Certified Nursing Assistant to join our team. As a CNA, you will provide basic nursing care to...
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RI CNA Private Client
2 weeks ago
Great Barrington, Massachusetts, United States Preferred Healthcare Full timeCertified Nursing Assistant (CNA) Job DescriptionAt Preferred Healthcare, we are seeking a dedicated and compassionate Certified Nursing Assistant (CNA) to join our team in Barrington, RI.Job Summary:The CNA will provide high-quality nursing care to our clients, ensuring their comfort, dignity, and well-being. This role requires a strong commitment to...
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RN - Private Duty Nursing Position
2 weeks ago
Great Barrington, Massachusetts, United States Maxim Healthcare Service Full timePrivate Duty Nursing OpportunityMaxim Healthcare Services is seeking a skilled and compassionate Registered Nurse (RN) to provide private duty nursing care to medically fragile patients in the comfort of their own homes.Job SummaryThis is a unique opportunity to make a meaningful difference in the lives of our patients and their families. As a private duty...
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RN - Private Duty Nursing Position
2 weeks ago
Great Barrington, Massachusetts, United States Maxim Healthcare Service Full timePrivate Duty Nursing OpportunityMaxim Healthcare Services is seeking a skilled and compassionate Registered Nurse (RN) to provide private duty nursing care to medically fragile patients in the comfort of their own homes.Job SummaryThis is a unique opportunity to make a meaningful difference in the lives of our patients and their families. As a private duty...
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Senior Portfolio Manager
1 week ago
Great Barrington, Massachusetts, United States BMO Full timeJob SummaryBMO is seeking a highly skilled and experienced Senior Portfolio Manager to join our Wealth Management team. As a key member of our team, you will be responsible for managing a portfolio of high net worth clients, providing investment advice and guidance, and developing and implementing investment strategies to meet client goals and objectives.Key...
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Senior Portfolio Manager
3 weeks ago
Great Barrington, Massachusetts, United States BMO Full timeJob SummaryBMO is seeking a highly skilled Senior Portfolio Manager to join our Wealth Management team. As a key member of our team, you will be responsible for providing high-quality sales and service to investment clients, delivering an exceptional client experience, and ensuring compliance with all regulatory requirements.Key ResponsibilitiesDevelop and...
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Pediatric Private Duty Nurse LPN
3 weeks ago
Great Barrington, Massachusetts, United States Aveanna Healthcare Full timeJob Title: Pediatric Private Duty Nurse LPNJob Summary:Aveanna Healthcare is seeking a skilled and compassionate Pediatric Private Duty Nurse LPN to provide high-quality nursing care to pediatric patients in their homes. As a Licensed Practical Nurse, you will work under the supervision of a Registered Nurse to deliver skilled nursing care, document patient...
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Project Manager
2 weeks ago
Great Barrington, Massachusetts, United States Michael Page Full timeAbout Our ClientOur client is a prominent multifamily developer with a proven track record of delivering high-quality projects. With over $500M in work completed in the past decade, they offer a unique opportunity for professionals to grow their careers and develop their skills.Job DescriptionKey Responsibilities:Oversee the management of construction...
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Project Manager
2 weeks ago
Great Barrington, Massachusetts, United States Michael Page Full timeAbout Our ClientOur client is a prominent multifamily developer with a proven track record of delivering high-quality projects. With over $500M in work completed in the past decade, they offer a unique opportunity for professionals to grow their careers and develop their skills.Job DescriptionWe are seeking a skilled Project Engineer to join our team. As a...
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Travel Nurse RN Position
3 weeks ago
Great Barrington, Massachusetts, United States HealthEcareers - Client Full timeJob DetailsSkyline Med Staff Nursing is seeking a skilled travel nurse RN for a telemetry position in a dynamic healthcare environment.Key ResponsibilitiesProvide high-quality patient care in a telemetry settingCollaborate with interdisciplinary teams to ensure optimal patient outcomesParticipate in ongoing education and training to stay current with best...
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Personal Lines Account Manager
3 weeks ago
Great Barrington, Massachusetts, United States Hilb Group Full timePersonal Lines Account ManagerAt Hilb Group, we're committed to fostering a culture of high performance and career development. We're seeking a motivated and ambitious Personal Lines Account Manager to join our team.Key Responsibilities:Manage a book of personal lines clients, providing exceptional service to maintain and grow the book.Act as the primary...
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Personal Lines Account Manager
2 weeks ago
Great Barrington, Massachusetts, United States Hilb Group Full timeOverview:Hilb Group is seeking a motivated and ambitious Personal Lines Account Manager to join our team. This position will report to our agency located in Barrington, RI.The ideal candidate will be motivated to succeed, well organized, able to prioritize, and able to work well with a team. This can be an in-office or hybrid position.Responsibilities:Manage...