Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Bank Office Lead: Client Experience & Ops

Citizens Bank

Citizens Bank is seeking a Private Bank Office Lead for their Back Bay office in Boston. The role involves overseeing daily activities, driving initiatives, and ensuring compliance with regulations while delivering exceptional customer experiences. A successful candidate will have over 4 years in private banking, a strong record in achieving sales goals, and excellent relationship-building skills. This full-time position requires accountability, operational excellence, and effective communication. Benefits include comprehensive medical coverage, retirement benefits, and generous paid time off. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Bank Office Lead: Client Experience & Ops in Boston, MA vacancy
  • $70k - $80k

    Hughes Marino in Boston is seeking a Client Operations Manager to enhance client experiences through effective project management and collaboration with brokers...  ...communication skills and proficiency in Microsoft Office. The compensation is typically in the range of $70,... 
    Work at office

    Hughes Marino

    Boston, MA
    2 days ago
  •  ...Citizens Bank is seeking a Senior Private Office Banker for its Back Bay office in Boston. This role involves...  ...excellent service, support, and sales to clients in the Private Bank Offices while...  ...will have at least three years of experience in private banking, knowledge of... 
    Work at office
    Private
    Full time

    Citizens Bank

    Boston, MA
    20 hours ago
  • $174k - $235k

     ...to fill the position of East Coast - Private Bank Office Regional Lead. The ideal candidate will be...  ...responsibilities with a focus on any key client relationships. You'll build strong partnerships...  ...continue to raise the bar on client experience. Contribute to the overall... 
    Work at office
    Private
    Local area
    Flexible hours

    Citizens

    Boston, MA
    1 day ago
  • $48.07 - $67.3 per hour

     ...Description As a Private Bank Office Lead , in our Back bay office, you will assist with overseeing...  ...regulations and audit readiness, and customer experience through inspirational leadership,...  ...with every interaction and handle client objections until a reasonable... 
    Work at office
    Private
    Hourly pay
    Local area
    Monday to Friday
    Flexible hours

    Citizens Bank

    Boston, MA
    1 day ago
  • $195k - $240k

     ...Private Bank Sr Client Relations Manager (Business Banking) The Private Bank Sr Client Relations...  ...Relationship Manager to ensure seamless client experience and operational efficiency. This...  ...: M-F Location: Citizens Private Bank Office; Boylston Street, Boston, MA Pay... 
    Work at office
    Private
    Local area
    Flexible hours

    Citizens Financial Group, Inc.

    Boston, MA
    3 days ago
  • $130k - $150k

     ...team in Boston, MA. This role includes managing client finance operations, supervising remote staff, and leading client engagements. Candidates should have 8+ years of relevant experience in public accounting or private industry, preferably with a CPA license. Strong skills... 
    Private
    Remote job

    Walter Shuffain

    Boston, MA
    1 day ago
  •  ...Private Client Advisor II Boston, Massachusetts To proceed...  .... Acknowledge ( Bank of America employees...  ...is committed to an in-office culture with specific...  ...responsibilities include leading the Client Management...  ...a Branded Client Experience, including access to the... 
    Work at office
    Private
    Shift work
    Day shift

    Bank of America

    Boston, MA
    4 days ago
  • $91k - $125k

     ...Prologis, we don’t just lead the industry—we define...  ...Title Lead Designer - Client Services, Strategic Capital...  ...17 countries and 11 private funds, maintaining brand...  ...-to-end presentation experiences, from high-stakes keynote...  .... 2-3 days in the office per week, with the other... 
    Work at office
    Private
    Full time
    Remote work
    Shift work

    Prologis

    Boston, MA
    1 day ago
  • $36.4 - $41.85 per hour

     ...Overview At First Citizens Bank, we help clients pursue their ambitions at...  ...supports Wealth Consultants and Private Bankers within the Wealth...  .... WCS also assists with office related support such as coordinating...  ...'s Degree and 0 years of experience in Wealth Support, Banking,... 
    Work at office
    Private
    Hourly pay

    First Citizens Bank

    Boston, MA
    1 day ago
  • $65k - $75k

     ...and now one of the largest private aviation providers, Quincy...  ...and unparalleled flying experiences to its private clients worldwide. Magellan Jets and...  ...flight operations team lead one of the industry’s most...  ...Work from the Quincy, MA office four days a week. Participate... 
    Work at office
    Private
    Full time
    Contract work
    Casual work
    Remote work
    Work from home
    Worldwide
    Monday to Friday
    Flexible hours
    Shift work
    Night shift
    Rotating shift
    Day shift

    Magellan Jets

    Quincy, MA
    2 days ago
  • $103k - $171.6k

    Overview As a Lead Experience Strategist within the Enterprise Transformation...  ...to transforming how the bank solves the highest priority bank...  ...with colleagues, clients, and key stakeholders Extensive...  ...and methodologies Work Model & Office Locations This role follows a... 
    Work at office
    Work experience placement
    Remote work

    M&T Bank

    Boston, MA
    3 days ago
  •  ...3 days a week in the office with flexibility as needed...  ...Do you want to enable leading financial and...  ...associate to join our Client Team to support and grow...  ...programs across leading private wealth and charitable...  ...commensurate with prior experience Qualifications 1-3 years... 
    Work at office
    Private
    Work experience placement
    Flexible hours
    3 days per week

    CapShift

    Boston, MA
    19 hours ago
  • $103.6k - $189.7k

     ...side with a range of clients from our most...  ...new entrants across Banking and Capital Markets...  ...service delivery experience that distinguishes...  ...alongside our practice office professionals who...  ...of hedge fund, private equity fund and...  ...deliverables Ability to lead projects and work... 
    Work at office
    Private
    Summer holiday
    Local area
    Flexible hours

    EY

    Boston, MA
    4 days ago
  • $76k - $125.3k

     ...side with a range of clients from our most venerable...  ...dynamic new entrants across Banking and Capital Markets,...  ...and service delivery experience that distinguishes EY...  ...our practice office professionals who are...  ...facets of hedge fund, private equity fund and mutual... 
    Work at office
    Private
    Summer holiday
    Local area
    Flexible hours

    EY

    Boston, MA
    4 days ago
  • $100k - $115k

    Client Relations Manager At Franklin Templeton, we're advancing...  ...role sits within the Private Markets distribution team...  ...Independent Broker Dealer, Private Bank, Platforms, and Enterprise...  ...strategies with hands‑on experience partnering with home office stakeholders and internal... 
    Work at office
    Private
    Local area
    Remote work
    Home office
    Flexible hours

    Franklin Resources

    Boston, MA
    4 days ago
  • Corporate & Investment Bank (CIB) delivers a...  ...and institutional clients. We focus on our...  ..., and public and private corporations. About...  ...a Vice President, Lead Commercial Real...  ...Portfolio Management experience, or equivalent...  ...accordance with current office requirements... 
    Work at office
    Private
    Full time
    Work experience placement

    Wells Fargo

    Boston, MA
    12 hours ago
  • $52k - $94.12k

     ...of the Transfer Agency client service team (Associates...  ...or relevant working experience (2+ years of experience...  ...ExperienceKnowledge of Private Equity (P/E) fundsProficient in Microsoft Office applications, in particular...  ...the largest custodian banks, asset managers and... 
    Work at office
    Private
    Temporary work
    Work experience placement
    Flexible hours

    STATE STREET CORPORATION

    Quincy, MA
    19 hours ago
  •  ...is seeking a Sr. Relationship Strategist in Boston, MA, to lead client management and develop relationships within its Private Bank organization. The ideal candidate will ensure exceptional client experience while managing a book of business and driving client acquisition... 
    Private

    Fairygodboss

    Boston, MA
    4 days ago
  •  ...financial services firm is seeking a Senior Client Service Associate in Boston, MA, to...  ...management and over a decade of experience in private wealth services. Candidates should hold...  ...bonuses. Hybrid work is not indicated, making it in-office work only. #J-18808-Ljbffr... 
    Work at office
    Private

    Atlantic Group

    Boston, MA
    21 hours ago
  •  ...A leading financial institution in Boston is looking for a manager to oversee a financial center and its team. The role entails ensuring...  ...excellence, developing talent, and creating a world-class client experience. Candidates should have 1+ years of leadership experience, a... 

    Bank of America

    Boston, MA
    20 hours ago
  • $214.8k - $252.7k

     ...At U.S. Bank, we’re on a journey to do our best. Helping the customers...  ...The Relationship Manager – Private Equity Coverage is...  ...refinancings, and growth financings. Lead deal structuring, credit...  ...ensuring a consistent, high-quality client experience. Oversee complex credit... 
    Private
    Temporary work
    Local area

    U.S. Bank

    Boston, MA
    2 days ago
  •  ...Israelvcforum is seeking a Vice President for Client Ops New Business Implementation to lead operational builds for new investment solutions. This...  ...across departments and requires over 10 years of experience in private markets or asset management, focusing on client operations... 
    Private

    Israelvcforum

    Boston, MA
    20 hours ago
  • $150k - $200k

     ...Compensation Lead Boston, MA KKR is a leading...  ...investment funds that invest in private equity, credit and real...  ...Atlantic), Global Client Solutions, and Global...  ...years of compensation experience ~ Bachelor's degree...  ...knowledge of Microsoft Office suite, particularly Excel... 
    Work at office
    Private
    Local area

    KKR

    Boston, MA
    18 days ago
  • $99.3k - $159.33k

     ...objectives are met across the client environment. Key...  ...server instances in public or private cloud platforms, including image...  ...field, or equivalent relevant experience. Typically 4–7+ years of experience...  ...job. (For example, "light office duties' or "lifting up to 50... 
    Work at office
    Private
    Contract work

    ASM Research, An Accenture Federal Services Company

    Boston, MA
    3 days ago
  • $140k

     ...Team Lead Network Infrastructure Trillium Professional...  ...and related client services within the enterprise...  ...-4-6 years of related experience in infrastructure/...  ...Connectivity: Frame relay, T1/T3 private networks, ISDN, DSL,...  ...placing clerical and office professionals for over... 
    Work at office
    Private

    Trillium Staffing

    Boston, MA
    2 days ago
  • $170k - $252.5k

     ...are seeking an experienced Client Solution Lead to drive a strategic, product...  ...Including but not limited to Middle Office functions such as Collateral...  ...office functions 15 years + experience in financial services...  ...of the largest custodian banks, asset managers and asset intelligence... 
    Work at office
    Full time
    Temporary work
    Interim role
    Flexible hours

    State Street

    Quincy, MA
    19 hours ago
  • $150k - $180k

     ...& Response - Blue Team Lead New York or Boston...  ...investment funds that invest in private equity, credit and real...  ...for our stakeholders, clients, and investors. Our...  ...our New York or Boston office. This is a senior...  ...and stakeholders. ~ Experience operating in cloud-forward... 
    Work at office
    Private

    KKR

    Boston, MA
    3 days ago
  •  ...established, Boston-based multi-family office and investment advisory firm...  ...an Investment Director, Private Client / Family Office. Our client...  ...The Director will lead investment manager diligence...  ...the firm's business units. Experience: 5+ years conducting quantitative... 
    Work at office
    Private
    Local area
    Night shift

    Harrison Gray Search & Consulting

    Boston, MA
    12 days ago
  • $110k - $180k

     ...investment firm, is seeking a Lead Office Manager to lead a dynamic...  ...quality and detail. Prior experience managing office operations is...  ...professional experience for clients, visitors, and employees....  ...hospitals, government entities and private investors. We manage... 
    Work at office
    Private

    Weiss Asset Management LLC

    Boston, MA
    3 days ago
  • $150k - $190k

     ...Corporate Advisory & Banking Relationship Manager page...  ...best way to help our clients and advance our...  ...Manager** in our Boston office. You will be responsible...  ...'s relationships with privately owned businesses and their...  ...required* 10+ years experience in corporate lending,... 
    Work at office
    Private
    3 days per week

    Brown Brothers Harriman

    Boston, MA
    21 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Bank Office Lead: Client Experience & Ops. Be the first to apply!