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 Citizens Bank
$195k - $240k
Description The Private Bank Sr Client Relations Manager (Business Banking) works directly with a Relationship... ...Manager to ensure seamless client experience and operational efficiency. This... ...Location: Citizens Private Bank Office; Boylston Street, Boston, MA Pay Transparency...Work at officePrivateLocal areaMonday to FridayFlexible hours$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- 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 officePrivateFull time
$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 officePrivateLocal areaFlexible hours$48.07 - $67.3 per hour
...Job Description As a Private Bank Office Lead , in our Back bay office, you will assist with... ...regulations and audit readiness, and customer experience through inspirational leadership,... ...with every interaction and handle client objections until a reasonable...Work at officePrivateHourly payLocal areaMonday to FridayFlexible hours$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...PrivateRemote job- ...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 officePrivateShift workDay shift
$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 officePrivateFull timeRemote workShift work$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 officePrivateHourly pay$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 officePrivateFull timeContract workCasual workRemote workWork from homeWorldwideMonday to FridayFlexible hoursShift workNight shiftRotating shiftDay shift$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 officeWork experience placementRemote work- ...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 officePrivateWork experience placementFlexible hours3 days per week
$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 officePrivateSummer holidayLocal areaFlexible hours$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 officePrivateSummer holidayLocal areaFlexible hours$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 officePrivateLocal areaRemote workHome officeFlexible hours$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 officePrivateTemporary workWork experience placementFlexible hours- ...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
$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...PrivateTemporary workLocal area$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 officePrivateLocal area- A leading financial institution in Boston is looking for a manager to oversee a financial... ...talent, and creating a world-class client experience. Candidates should have 1+ years of leadership... ...eager to grow in a dynamic financial environment. #J-18808-Ljbffr Bank of America
$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 officePrivateContract work$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 officeFull timeTemporary workInterim roleFlexible hours$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 officePrivate- ...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... ...Hybrid work is not indicated, making it in-office work only. #J-18808-Ljbffr Atlantic GroupWork at officePrivate
$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 officePrivate$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 officePrivate- ...Are: Accenture is a leading global professional... ...90,000 people serving clients in more than 120 countries... ...Azure, and Google and Private Cloud leaders like IBM... ...expertise; deep experience in cloud change management... ...limited to the specific office location, role, skill...Work at officePrivateWork experience placementLive inLocal area
- 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
$96k - $125k
...to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties Tax Compliance... ...compliance services Leads complex engagements with... ...or Taxation, preferred Experience Three (3) or more years... ...Experience with Microsoft Office Tools (Excel, PowerPoint...Work at officePrivate$190k - $240k
...while building lasting client relationships. We are seeking... ...an Energy Discipline Lead to help grow and shape... ...with public and private energy utilities, develop... ...Positions within our officer program are also eligible... ...Required Skills & Required Experience What You Bring...Work at officePrivateFull timeTemporary workFlexible hours
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