Citizens
Private Bank, Client Relations Manager (Boston, MA)
Citizens, Boston, Massachusetts, us, 02298
Private Bank, Client Relations Manager (Boston, MA)
Join to apply for the
Private Bank, Client Relations Manager (Boston, MA)
role at
Citizens Private Bank, Client Relations Manager (Boston, MA)
Join to apply for the
Private Bank, Client Relations Manager (Boston, MA)
role at
Citizens Description
Citizens Private Bank continues to scale consumer and business banking activities, grow deposits, and expand in key growth markets. We are looking for talented individuals who demonstrate a track record of delivering white glove experience to clients. The Private Bank Client Relations Manager assists with relationship management for a portfolio of business and consumer clients, primarily in the private equity and venture capital industry. The Client Relations Manager has a thorough understanding of business and consumer lending products, deposits services, and wealth management. The Client Relations Manager will be a key point of contact for clients and is able to stand in for the Relationship Manager in their absence. Description
Citizens Private Bank continues to scale consumer and business banking activities, grow deposits, and expand in key growth markets. We are looking for talented individuals who demonstrate a track record of delivering white glove experience to clients. The Private Bank Client Relations Manager assists with relationship management for a portfolio of business and consumer clients, primarily in the private equity and venture capital industry. The Client Relations Manager has a thorough understanding of business and consumer lending products, deposits services, and wealth management. The Client Relations Manager will be a key point of contact for clients and is able to stand in for the Relationship Manager in their absence.
Primary Responsibilities Include
Partnering with Relationship Managers on new client acquisition through pipeline management, prospect outreach, sales calls and platform demonstrations. Firm understanding of Relationship Manager's clientele, industry focus and product specialties. Routinely reviews existing client base for opportunities to expand relationships. Respond to client inquiries and servicing requests in a timely manner. Assists Relationship Manager with coordinating client meetings, events, and gifts. Acts as a liaison with internal treasury product, implementation, sales and service teams to ensure client treasury needs are met. Works with client teams to help facilitate a seamless banking transition, facilitating training and overseeing the client’s setup across all products and services. Acts as a consultant for prospective and existing clients to ensure all banking needs are met in a timely and accurate manner.
Qualifications, Education, Certifications And/or Other Professional Credentials
5+years of industry related experience, preferred Bachelors Degree required Demonstrated track record of managing private client relationships, with attention to detail and exceptional communication skills Thorough understanding of the loan origination process, assisting the client through preapproval stage, underwriting, closing and post close
Hours & Work Schedule
Monday - Friday (4 days in office/1 day WFH)
40 hours per week
Office Location:
Citizens Private Bank
772 Boylston Street, Boston MA
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.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 10/17/2025 Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Citizens by 2x Sign in to set job alerts for “Private Client Manager” roles.
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Join to apply for the
Private Bank, Client Relations Manager (Boston, MA)
role at
Citizens Private Bank, Client Relations Manager (Boston, MA)
Join to apply for the
Private Bank, Client Relations Manager (Boston, MA)
role at
Citizens Description
Citizens Private Bank continues to scale consumer and business banking activities, grow deposits, and expand in key growth markets. We are looking for talented individuals who demonstrate a track record of delivering white glove experience to clients. The Private Bank Client Relations Manager assists with relationship management for a portfolio of business and consumer clients, primarily in the private equity and venture capital industry. The Client Relations Manager has a thorough understanding of business and consumer lending products, deposits services, and wealth management. The Client Relations Manager will be a key point of contact for clients and is able to stand in for the Relationship Manager in their absence. Description
Citizens Private Bank continues to scale consumer and business banking activities, grow deposits, and expand in key growth markets. We are looking for talented individuals who demonstrate a track record of delivering white glove experience to clients. The Private Bank Client Relations Manager assists with relationship management for a portfolio of business and consumer clients, primarily in the private equity and venture capital industry. The Client Relations Manager has a thorough understanding of business and consumer lending products, deposits services, and wealth management. The Client Relations Manager will be a key point of contact for clients and is able to stand in for the Relationship Manager in their absence.
Primary Responsibilities Include
Partnering with Relationship Managers on new client acquisition through pipeline management, prospect outreach, sales calls and platform demonstrations. Firm understanding of Relationship Manager's clientele, industry focus and product specialties. Routinely reviews existing client base for opportunities to expand relationships. Respond to client inquiries and servicing requests in a timely manner. Assists Relationship Manager with coordinating client meetings, events, and gifts. Acts as a liaison with internal treasury product, implementation, sales and service teams to ensure client treasury needs are met. Works with client teams to help facilitate a seamless banking transition, facilitating training and overseeing the client’s setup across all products and services. Acts as a consultant for prospective and existing clients to ensure all banking needs are met in a timely and accurate manner.
Qualifications, Education, Certifications And/or Other Professional Credentials
5+years of industry related experience, preferred Bachelors Degree required Demonstrated track record of managing private client relationships, with attention to detail and exceptional communication skills Thorough understanding of the loan origination process, assisting the client through preapproval stage, underwriting, closing and post close
Hours & Work Schedule
Monday - Friday (4 days in office/1 day WFH)
40 hours per week
Office Location:
Citizens Private Bank
772 Boylston Street, Boston MA
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.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 10/17/2025 Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Citizens by 2x Sign in to set job alerts for “Private Client Manager” roles.
JPMorgan Private Client Relationship Manager – Boston, MA
Greater Boston $145,000.00-$200,000.00 2 weeks ago Private Wealth Advisor - Private Client /Personal Strategy - Hybrid/Northeast in Boston or NY
Boston, MA $98,500.00-$139,150.00 5 days ago Director, Investor Relations for Impact-First Investments
Waltham, MA $75,000.00-$90,000.00 1 week ago Boston, MA $130,000.00-$300,000.00 4 days ago Private Equity Client Solutions Manager (Boston)
Asset Wealth Management Consulting Manager
Boston, MA $99,000.00-$232,000.00 1 day ago Senior Relationship Strategist - PNC Private Bank
Boston, MA $104,000.00-$209,300.00 1 month ago Boston, MA $165,000.00-$225,000.00 5 days ago Boston, MA $240,000.00-$275,000.00 4 days ago Relationship Manager IV - Capital Partners
Director, Investor Relations for Impact-First Investments
Boston, MA $126,000.00-$176,000.00 1 hour ago Asset Management - Private Wealth Alternatives, Client Advisor, Northeast Region
Manager, Client Development (Private Equity)
Wealth Planner - Associate and Senior Associate Levels
Boston, MA $95,000.00-$120,000.00 22 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr