Description

Citizens Private Bank is seeking a proactive, highly organized Client Relations Associate to support a Relationship Management Team, within our San Francisco office. The Client Relations Associate (CRA) plays a critical role in driving new business and deepening client relationships by directly supporting Relationship Managers (RMs). The CRA helps ensure an exceptional client experience by monitoring key milestones, identifying opportunities, and managing core workflows that support business development. This role is responsible for managing the client onboarding experience, supporting prospect outreach, monitoring client engagement, marketing coordination, and general administrative activities.
Primary responsibilities include:

+ Conduct regular check-ins with clients and prospects to maintain engagement and prevent lost momentum.

+ Partner with Relationship Managers to execute consistent, high-quality outreach that supports prospect to cli...