Private Client Relationship Manager
Company: Citizens
Location: New Bedford
Posted on: April 3, 2025
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Job Description:
DescriptionAt---Citizens, our mission is to help clients,
colleagues and communities reach their potential. We do this
through our distinguished---client-centric culture, having a
mindset of---continuous improvement---and always---enhancing our
capabilities. ---Citizens Private Client---provides personalized,
world class financial planning and advice to help clients achieve
their financial goals.--- We do this through creating a culture of
continuous coaching, professional development, and ongoing practice
management support.---------
As a---Citizens Private Client Relationship Manager (PCRM), you
will engage directly with our affluent and high-net-worth clients
to exceed their expectations by thinking long term, always doing
the next right thing, and collaborating with other colleagues.---
PCRMs partner with Wealth Financial Advisors and Certified
Financial Planners - (CFPs), creating the Citizens Private Client
team.
Primary responsibilities include
Measures of Success include
Qualifications, Education, Certifications and/or Other Professional
Credentials
Compensation
Hours & Work Schedule
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role, a recruiter will discuss accurate pay guidance.
Equal Employment OpportunityCitizens, its parent, subsidiaries, and
related companies (Citizens), provides 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, transgendered and transitioning individuals, 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 colleagues to bring their best
selves to work every day and where all are expected to be treated
with respect and professionalism. Employment decisions are based
solely on experience, performance, and ability. We perform our best
so we can do more for our customers, colleagues, communities and
shareholders.Why Work for UsAt Citizens, you'll find a
customer-centric culture built around helping our customers and
giving back to our local communities. When you join our team, you
are part of a supportive and collaborative workforce, with access
to training and tools to accelerate your potential and maximize
your career growth Background Check Any offer of employment is
conditioned upon the candidate successfully passing a background
check, which may include initial credit, motor vehicle record,
public record, prior employment verification, and criminal
background checks. Results of the background check are individually
reviewed based upon legal requirements imposed by our regulators
and with consideration of the nature and gravity of the background
history and the job offered. Any offer of employment will include
further information.
Keywords: Citizens, New Bedford , Private Client Relationship Manager, Executive , New Bedford, Massachusetts
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