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Citizens

Private Client Relationship Manager

Beverly, MA

$83K - $104K/yr

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 ...

Citizens

Private Client Relationship Manager

Dover, DE · On-site

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 ...

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Pcrm information

What are the key skills and qualifications needed to thrive as a Patient Care Resource Manager (PCRM), and why are they important?

To thrive as a Patient Care Resource Manager, you need strong clinical knowledge, case management expertise, and a relevant healthcare degree, often with an RN or social work background. Familiarity with care coordination platforms, electronic health records (EHR), and utilization review systems is commonly required, along with certification in case management (e.g., CCM or ACM). Excellent communication, problem-solving, and organizational skills help PCRMs effectively advocate for patients and collaborate with multidisciplinary teams. These skills ensure optimal patient outcomes, efficient resource use, and compliance with healthcare regulations.

What are PCRMs?

PCRM stands for 'Primary Care Registered Manager.' These professionals are responsible for overseeing the daily operations of primary care medical practices, ensuring compliance with healthcare regulations, and managing staff and resources. PCRMs play a critical role in maintaining the quality of care, patient safety, and efficient administrative processes within clinics or medical offices. Their work often involves coordinating with healthcare providers, handling patient concerns, and implementing policies to improve practice performance.

How does a Patient Care Relationship Manager (PCRM) typically collaborate with other healthcare professionals in a clinical setting?

A Patient Care Relationship Manager (PCRM) frequently serves as a liaison between patients, medical teams, and administrative staff. In this role, you'll collaborate closely with physicians, nurses, and care coordinators to ensure continuity of care and address patient needs efficiently. This may involve participating in interdisciplinary meetings, updating care plans based on input from various specialists, and communicating changes or concerns to the appropriate personnel. Building strong relationships with both patients and colleagues is essential for success and helps create a seamless healthcare experience.

What is the difference between Pcrm vs Medical Assistant?

AspectPcrmMedical Assistant
CertificationsCertified Patient Care Representative (CPCR) or similarCertified Medical Assistant (CMA) or Registered Medical Assistant (RMA)
Work EnvironmentPhysician offices, clinics, outpatient settingsHospitals, clinics, physician offices
Job ResponsibilitiesPatient scheduling, insurance verification, administrative tasksClinical tasks, patient prep, basic procedures

Both Pcrms and Medical Assistants work in healthcare settings, often overlapping in administrative and clinical duties. However, Pcrms focus more on patient communication and insurance-related tasks, while Medical Assistants handle a broader range of clinical procedures. Understanding these differences helps in choosing the right career path or job search focus.

What cities are hiring for Pcrm jobs? Cities with the most Pcrm job openings:
What states have the most Pcrm jobs? States with the most job openings for Pcrm jobs include:
What job categories do people searching Pcrm jobs look for? The top searched job categories for Pcrm jobs are:
Pcrm jobs near you
Infographic showing various Pcrm job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.
Private Client Relationship Manager

Private Client Relationship Manager

First Horizon

Birmingham, AL • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 8 days ago

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

40th of 170 rated banks

Job description

Location: On site at location listed in job posting
Summary
The Private Client Relationship Manager (PCRM) is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence in client service.
Essential Duties and Responsibilities
  • Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions.
  • Serve as a trusted financial advisor by thoroughly understanding each client's financial situation, goals, and needs.
  • Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists.
  • Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.
  • Collaborate with cross-functional partners-including credit, trust, mortgage, planning, and insurance-to deliver an integrated client experience.
  • Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
  • Maintain a strong presence in the community to generate referrals and build new client relationships.
  • Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
  • Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
  • Ensure compliance with regulatory requirements and internal policies, completing required training on time.
  • Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
  • Bachelor's degree
  • 1-3 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking.
  • Proven record managing affluent and high-net-worth client relationships
  • Advanced credit knowledge and experience structuring complex lending solutions
  • Strong understanding of deposit, credit, and investment products
  • Demonstrated success in a goal-oriented, performance-driven environment
  • Excellent interpersonal, presentation, and relationship management skills
  • Proficiency in Microsoft Office and CRM tools
  • Must comply with SAFE Act requirements within 30 days of employment

Certificates, Licenses, and Registrations
  • FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)

About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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