Citizens Bank is seeking a Private Client Relationship Manager to engage with affluent clients, delivering personalized financial planning and long-term guidance. You will collaborate with Wealth Advisors and CFPs to create a seamless client experience and help clients reach their financial goals.
The role emphasizes high-touch client service, outbound engagement, and cross-team collaboration across Retail, Mortgage, and Wealth divisions, leveraging Salesforce CRM for activity tracking.
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This position is listed as full time and onsite.