Summary from listing
The Client Service Associate serves as the primary contact for high-net-worth clients and supports Private Bankers, Trust Officers, and Wealth Advisors in delivering private wealth services. The role handles client inquiries, service requests, account maintenance, account openings and closings, transfers, cash movements, distributions, and other relationship needs, while collaborating with internal partners to ensure accurate processing and a strong client experience. The position prefers trust client-service experience and experience in trust, private wealth, banking, or wealth management environments.
