Wealth Client Services Specialist II
Peapack Private Bank & Trust
Peapack Private Bank & Trust in Morristown, NJ is seeking a Client Service Officer II to support Wealth Advisors and Trust Officers, handling onboarding and day-to-day client service. You will manage KYC docs, open and fund accounts, and maintain data in Tamarac and the Tamarac Client Portal, while collaborating across teams. The role emphasizes integrity, discretion, strong communication, and a commitment to a white-glove client experience. #J-18808-Ljbffr Peapack Private Bank & Trust
Vacancy posted 3 days ago
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