Citizens · 1 day ago
Client Services Manager - Private Wealth
New York, NY
Full-time
Onsite
Mid, Senior Level
$110K/yr - $135K/yr
5+ years expCitizens is a financial institution seeking a Client Services Manager for their Private Wealth division. The role involves leading a Client Service Team, optimizing support models for Wealth Managers, and managing client interactions and escalations to ensure exceptional service delivery.
BankingCredit CardsFinancial ServicesFinTechRetail
Responsibilities
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 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
Qualification
Required
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
Experience with platform implementation preferred
Project management experience preferred
Benefits
Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States
Company
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
Steve Kozek
Head of Commercial Excellence, Senior Vice President
Recent News
2026-02-02
2026-01-22
Company data provided by crunchbase