Elite Private Client Relationship Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
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.
This opening is for the Elite Private Client Relationship Advisor role at Citizens Bank.
For the Elite Private Client Relationship Advisor position at Citizens Bank, we are reviewing applications now.
Step into the Elite Private Client Relationship Advisor role at Citizens Bank in Wilmington, MA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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