Citizens Bank

Private Wealth, Client Services Manager (West Coast)

$112,000 - $168,000 per yearFull-time · San Francisco, CA
✓ Verified live on the employer's own system · added 3 days ago
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Mid-level · 5+ yrs exp

Requirements

Education: Bachelor's degree or related field

Experience: 5+ years

Skills & tools

Customer ServiceManagementHiringWealth ManagementEnterprise Risk ManagementInsurance LicenseCommunicationsMS Office

Benefits — mentioned in this posting

Bonus / commissionHealth, dental & vision401(k) / retirementFamily / parental leaveRemote / flexibleTuition / educationWellness & perksPaid time off
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Full job description

- 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

- Experience with platform implementation preferred - Project management experience preferred

The salary range for this position is $112,000 - $168,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, 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 .

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This posting was published by Citizens Bank on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.