Client Services Manager - Private Wealth

Citizens Bank
New York
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Presentation","Leadership","Problem-solving","Collaboration"]

Lead and develop a client services team in Wealth Management to deliver exceptional client experiences for high-net-worth individuals. Partner with Wealth Managers, manage risk, streamline workflows, onboard advisor teams, and drive career development and process improvements in a dynamic, regulated financial environment.

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FursaFursa
Citizens Bank
Citizens Bank
6 months ago

Client Services Manager - Private Wealth

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Lead and develop a client services team in Wealth Management to deliver exceptional client experiences for high-net-worth individuals. Partner with Wealth Managers, manage risk, streamline workflows, onboard advisor teams, and drive career development and process improvements in a dynamic, regulated financial environment.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Coordinate meetings and reporting; hire, train, manage and lead a Client Service Team to deliver exceptional client experiences for internal and external clients
  • •Develop and implement new career path roles and opportunities within Client Service
  • •Partner with Wealth Managers to understand their business and pipeline and implement support models
  • •Identify, escalate and mitigate enterprise risk; improve operating efficiencies and harmonize workflows
  • •Assist with onboarding and integration of new Advisor Teams

Pay and Benefits

Perks:MedicalDentalVisionRetirement BenefitsWellness StipendMaternity Leave

Key Requirements

  • •5+ years of related experience
  • •BS/BA degree in Business, Finance or related field or equivalent experience
  • •Series 7/66 Licenses required
  • •Series 9/10 or 24 highly preferred (must obtain within 90 days of employment)
  • •Excellent communication and interpersonal skills
Experience:5+ yearsWealth managementFinancial services
Education:Bachelor's in BusinessBachelor's Degree
Skills:CommunicationInterpersonal skillsPresentationLeadershipProblem-solvingCollaboration
Certifications:Series 7/66Series 9/10Series 24
Languages:English
Tech Stack:Microsoft OfficeExcelPowerPoint

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website