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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
New
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 ...
New
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
The Client Service Manager will manage a book that is between $750,000-$1,000,000 in revenue. In This Role You Will Execute On: * Serve as the lead service contact to clients for assigned book of ...
The Client Service Manager will manage a book that is between $750,000-$1,000,000 in revenue. In This Role You Will Execute On: * Serve as the lead service contact to clients for assigned book of ...
Description The Client Manager/Account Executive will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ...
Description The Client Manager/Account Executive will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ...
The Client Manager/Account Executive is responsible for developing and managing a 2-5 year employee benefits strategy that aligns with each client's business goals and objectives. This role provides ...
The Client Manager/Account Executive is responsible for developing and managing a 2-5 year employee benefits strategy that aligns with each client's business goals and objectives. This role provides ...
The Client Manager/Account Executive will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the ...
The Client Manager/Account Executive will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the ...
Private Client Advisor
Clawson, MI · On-site
$100 - $125/hr
Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...
New
Private Client Advisor
Clawson, MI · On-site
$100 - $125/hr
Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...
New
Private Client Advisor
Clawson, MI · On-site
Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...
Private Client Advisor
Clawson, MI · On-site
Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...
Private Client Advisor
Clawson, MI · On-site
Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...
Private Client Advisor
Clawson, MI · On-site
Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...
Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business ...
Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business ...
Client Manager information
See Chesterfield, MI salary details
$30.9K - $37.3K
8% of jobs
$41.8K is the 25th percentile. Wages below this are outliers.
$37.3K - $43.6K
23% of jobs
$43.6K - $49.9K
6% of jobs
$49.9K - $56.2K
8% of jobs
The median wage is $57.5K / yr.
$56.2K - $62.5K
18% of jobs
$62.5K - $68.8K
8% of jobs
$70.4K is the 75th percentile. Wages above this are outliers.
$68.8K - $75.1K
9% of jobs
$75.1K - $81.4K
6% of jobs
$81.4K - $87.7K
3% of jobs
$87.7K - $94K
4% of jobs
$94K - $100.3K
4% of jobs
$30.9K
$62K
$100.3K
How much do client manager jobs pay per year?
What does a client manager do?
What are some common challenges client managers face when handling multiple client accounts simultaneously?
What are the key skills and qualifications needed to thrive as a client manager, and why are they important?
What is the difference between Client Manager vs Account Executive?
| Aspect | Client Manager | Account Executive |
|---|---|---|
| Primary Role | Maintains client relationships, ensures client satisfaction, manages ongoing accounts | Generates new business, acquires new clients, presents products/services |
| Required Skills | Customer service, communication, relationship management | Sales, negotiation, presentation skills |
| Work Environment | Long-term client engagement, account management teams | Sales pitches, client meetings, prospecting |
| Industry Usage | Common in consulting, marketing, tech | Common in sales, advertising, tech |
While both roles involve client interaction, a Client Manager focuses on maintaining and growing existing client relationships, ensuring satisfaction and retention. An Account Executive primarily works on acquiring new clients and closing sales. Understanding these differences helps in choosing the right career path or job search focus.
How do I become a client manager?
Is a client manager a good job?
What is the role of a client manager?
What cities near Chesterfield, MI are hiring for Client Manager jobs?
Cities near Chesterfield, MI with the most Client Manager job openings:
Full-time
Re-posted 3 days ago
Job description
Description
AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous improvementand alwaysenhancing our capabilities. Citizens Private Clientprovides 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 aCitizens 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
- Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
- Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
- Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
- Provide exceptional, high-touch client experiences.
- Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
- Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
- Leverage Salesforce CRM to track activity.
Measures of Success include
- Growth in net new investment assets in collaboration with Wealth Partners.
- Growth in new deposits including checking, savings, and CD balances.
- Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
- Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Bachelor's degree (preferred).
- 3 - 5 years of banking, wealth management or other relevant equivalent experience.
- Experience working with affluent and high net worth clients.
- Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
- Demonstrated success in a client-centric, initiative-taking sales environment.
- Experience establishing and maintaining relationships with clients and internal partners.
- Knowledge of industry regulatory requirements to ensure a sound control environment.
- Excellent written and verbal communication skills.
Compensation
- Salary and opportunity to earn Incentive compensation.
- Salary is commensurate with experience.
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-F; potential Saturday hours
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide 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, 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 all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Education:Why Work for UsEmployment Type: 1ST