Description

As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues. Ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for exercising discretion and applying independent judgement with respect to matters of significance on a daily basis. 

Primary responsibilities include

Coordination of meetings.  Various reporting.  Ordering of supplies/equipment.  Hire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid/year-end reviews, etc.)Develop and implement new career path roles and opportunities within Client ServicePartner with Wealth Managers to understand their business and pipeline in order to help optimize best practices and implement appropriate support modelsIdentify, escalate and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies and harmonize workflows and expectations across the firmAssist with the onboarding and integration of new Advisor TeamsHandle day to day questions and manage the escalation of “sensitive and timely” issues (client complaints, fraud, KYC red flags)Perform duties and responsibilities as required

Qualifications, Education, Certifications and/or Other Professional Credentials

Required Qualifications5+ years of related experienceBS/BA degree in Business, Finance or related field or equivalent experienceSeries 7/66 Licenses requiredSeries 9/10 or 24 highly preferred (must obtain within 90 days of employment)Excellent communication and interpersonal skillsStrong presentation skillsProven self-starter with the ability to think and work autonomouslyAbility to work with a sense of ambiguityAbility to collaborate with internal partnersExcellent written and verbal skills with careful attention to detailProficient in Microsoft office applications with an intermediate to expert skill level in Excel and PowerPointPreferred QualificationsExperience with platform implementation preferredProject management experience preferred

Pay Transparency 

The salary range for this position is $110,000 - $135,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .

Hours & Work Schedule

Hours per Week: 40Work Schedule: Monday - Friday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.