Citizens Financial Group, Inc

Private Wealth Client Service Manager

Citizens Financial Group, Inc • $145K — $180K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Reposted 3 weeks ago
Job Overview by Ladders

Qualifications

  • Minimum 5 years experience in the financial industry with high net worth clients
  • Bachelor's degree in Business, Finance, or related field
  • Series 7/66 Licenses required; Series 9/10 or 24 preferred (obtained within 90 days)
  • Strong communication and interpersonal skills
  • Proficient in Microsoft Office, particularly Excel and PowerPoint
  • Ability to work autonomously and manage ambiguity
  • Collaborative team player with excellent attention to detail

Responsibilities

  • Coordinate meetings, reports, and supply ordering
  • Lead and develop a high-performing Client Service Team
  • Create new career paths within Client Service
  • Partner with Wealth Managers to optimize best practices
  • Identify and mitigate enterprise risk and improve efficiency
  • Assist with onboarding new Advisor Teams
  • Manage day-to-day client inquiries and escalations

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Retirement benefits
  • Paid maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement programs
  • Wellness programs
  • Above-mandatory paid time off policy
Full Job Description
Job 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
  • 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 Service
  • Partner with Wealth Managers to understand their business and pipeline in order to help optimize best practices and implement appropriate support models
  • Identify, escalate and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies and harmonize workflows and expectations across the firm
  • Assist with the onboarding and integration of new Advisor Teams
  • Handle 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 Qualifications
    • 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
    • Strong presentation skills
    • Proven self-starter with the ability to think and work autonomously
    • Ability to work with a sense of ambiguity
    • Ability to collaborate with internal partners
    • Excellent written and verbal skills with careful attention to detail
    • Proficient in Microsoft office applications with an intermediate to expert skill level in Excel and PowerPoint
  • Preferred Qualifications
    • Experience with platform implementation preferred
    • Project management experience preferred

Pay Transparency

The salary range for this position is $145,000 - $180,000 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: 40
  • Work Schedule: Monday - Friday

#LI-CITIZENS6

About Citizens Financial Group, Inc

Citizens Bank is a financial service company. It provides outstanding local and personalized service. It offers a full range of commercial, real estate, and consumer lending. It is specialized in personal and small business deposit services, electronic services.

Citizens Financial Group, Inc. Careers

Join the dynamic team at Citizens Financial Group, Inc., a leading financial institution where your career aspirations can soar. We are committed to fostering a culture of innovation, leadership, and diversity that supports our employees' professional growth and development.

Explore Job Opportunities

At Citizens Financial Group, Inc., we offer a wide range of job opportunities that cater to diverse skill sets and career interests. Whether you're a seasoned professional or just starting out, you'll find a position that challenges you and enhances your expertise.

Internship Programs

Kickstart your career with our internship programs designed to give you a hands-on experience in the financial sector. Our internships provide a robust platform to develop your skills, engage in meaningful projects, and network with industry leaders.

Employment Benefits

Choosing a career with Citizens Financial Group, Inc. means opting for a comprehensive package of benefits. We believe in supporting our team members not only in their professional lives but also in their personal growth and well-being.

Inclusive Culture and Diversity Training

We pride ourselves on a workplace culture that embraces diversity and inclusivity. Regular diversity training ensures that our team members appreciate and leverage the unique backgrounds and perspectives that each individual brings to the company.

Professional Growth and Leadership Development

Continuous learning is at the core of our professional development agenda. With access to leadership development programs and tailored training, you can advance your career and leadership skills at Citizens Financial Group, Inc.

Innovation at Work

Innovation is key to staying competitive in the financial industry. At Citizens Financial Group, Inc., you’ll work alongside talented professionals who are pushing the boundaries of what’s possible in financial services.

Networking and Career Advancement

Our company not only provides job opportunities but also fosters an environment where networking and professional connections flourish. This supportive network is vital for career advancement and personal growth within the industry.

Join Our Team

Are you ready to take the next step in your career? Explore the open positions at Citizens Financial Group, Inc. and find where your skills and passions align with our needs. We are continuously hiring and looking for new talents to join our robust team.

Stay Connected

Keep up to date with the latest career tips, industry insights, and job openings at Citizens Financial Group, Inc. Subscribe to our careers blog and personalize your job alerts to match your preferences and career goals.

Prepare for Your Interview

Make a great first impression. Prepare for your interview with us by researching our company culture, reviewing your resume, and coming ready to discuss how your experience and skills align with the position you are applying for. At Citizens Financial Group, Inc., we are more than just a financial institution; we are a place where you can make a difference. Join us and transform your career with a company that values your unique talents and aspirations.
Learn more about Citizens Financial Group, Inc
Size
17,463 employees
Market Cap
$19.3 billion
Industry
Finance & Insurance
Net Income
$1 billion
Founded
1828
5 Year Trend
+2.6%
NASDAQ
CFG
* Ladders Estimates

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