Join Citizens as a Customer Relationship Advocate, where you will engage with affluent clients to exceed their expectations through personalized financial planning. Collaborate with Wealth Advisors and provide exceptional client experiences while driving business growth.
Key Responsibilities
Acquire and onboard new affluent and high-net-worth clients
Grow net deposits, investments, and lending balances
Deepen and retain client relationships through proactive engagements
Provide exceptional client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues in other lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or relevant experience
Experience working with affluent and high net worth clients
Minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements
Excellent written and verbal communication skills
Benefits & Perks
Competitive salaryIncentive compensationProfessional development opportunities