Elite Private Client Relationship Manager for HNW Clients
Citizens
Citizens Private Client is hiring a Relationship Manager to engage affluent clients, expand the book of business, and deliver personalized financial planning and advice. You will partner with Wealth Advisors and CFPs to exceed client expectations and coordinate across Citizens’ lines of business. The role emphasizes high-touch client service, proactive outreach, and leveraging Salesforce CRM to track activity and drive results. #J-18808-Ljbffr Citizens
Vacancy posted 2 days ago
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