Private Bank Service Specialist II: Client & Wealth Support
Huntington Bank
Huntington Bank is looking for a Private Bank Service Specialist II to manage client relationships and provide exceptional service to high-net worth clients. The role involves working closely with Wealth Advisors and maintaining detailed knowledge of products and services. Key responsibilities include servicing client accounts, resolving complex issues, and conducting monthly outreach to clients. Ideal candidates should have customer service experience in banking or financial services and strong interpersonal skills. #J-18808-Ljbffr Huntington Bank
- ...Private Client Advisor II Dallas, Texas To proceed... ...Acknowledge ( Bank of America employees... ...and services, to meet specific... ...competitive benefits to support their physical,... ...preferences and overall wealth strategy; being... ...need for team specialists; collaborate...PrivateWork at officeShift workDay shift
- Description Summary The Private Bank Service Specialist II is responsible for the day‑to‑day activities and interaction between the client and Huntington Bank in terms of establishment... .... Partners with one or more Wealth Advisors to support the sales process and deliver...PrivateFull timeSecond jobWork at office
- ...Private Bank Service Specialist II The Private Bank Service Specialist II is responsible for the... ...activities and interaction between the client and Huntington Bank in terms of... .... Partners with one or more Wealth Advisors to support the sales process and deliver exceptional...PrivateFull timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Treasury Sales Client Officer At Bank of America, we are guided by a common... ...developing exceptional talent, supporting our teammates' physical,... ...integrated treasury solutions to Private Bank clients. Partner... ...business reviews. Ensures service and fulfillment related...PrivateWork experience placementBank staffWork at officeWork from homeShift workDay shift
- ...Private Client Advisor At J.P. Morgan Chase, we have an... ...extraordinary customer service while maintaining a strong... ...Advisor in Chase Wealth Management, you will offer... .... Your expertise will support a wide range of... ...and the goals of the bank, while fostering a culture...Suggested
- Huntington National Bank is looking for a Private Bank Service Specialist II in Dallas, Texas. This role involves managing client documentation and interactions, working closely with Wealth Advisors to deliver premium service to high-net-worth clients. Ideal candidates...PrivateRemote jobWork at office
- ...At Bank of America, we are guided... ...delivering for our clients, teammates, communities... ...exceptional talent, supporting our teammates’ physical... ...the full array of Private Bank's... ...equivalent financial services/business experience... ...investments, trust and wealth transfer...PrivateWork at officeShift workDay shift
- ...BAIRD & CO. INCORPORATED is seeking a Client Specialist in Dallas, Texas. In this role, you will deliver outstanding client service and operational support to Financial Advisors. Your... ...provided. Baird is committed to tailoring wealth management solutions to meet unique...Private
$141.21k - $172.59k
U.S. Bank in Dallas, Texas, is looking for a candidate with substantial experience in investment... ...and trust accounts while ensuring client account retention and growth. Successful... ...590 along with comprehensive benefits to support the well-being of staff and their...- ...Private Banking Officer II It's about caring for the generations ahead.... ...relationships with affluent market clients, supporting moderately complex... ...providing unparalleled banking services. Who you are: As a... ...designation Certified Wealth Strategist designation...PrivateWork experience placement
$70k - $120k
...forefront of financial services, housing two SEC... ...digitized brokerage and wealth management platform... .... Premier Client Service Specialist Office Location:... ...provide white-glove support to resolve their challenges... ...background in private banking or wealth management...PrivateContract workWork at officeLocal area- ...FY27 - Financial Services - Private Client Services - Tax Manager Location: New York Other... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance,... ...return, you can expect plenty of support designed around your own personal...PrivateWork experience placementImmediate start
- NBH Bank is seeking a Client Services and Solutions Specialist based in Dallas, Texas. In this pivotal position, you will support the bank's call center by providing exceptional client experiences and preventing fraud for various banking clients. You will utilize strong...Remote job
$106.5k - $195.1k
...the global financial services marketplace and the... ...side with a range of clients from our most... ...new entrants across Banking and Capital Markets, Wealth and Asset Management... ...our dynamic FSO team! Private Tax is a growing practice... ...expect plenty of support designed around your...PrivateWork experience placementSummer holidayImmediate startFlexible hours- 0101 The Huntington National Bank is seeking a Private Bank Service Specialist II in Dallas, Texas. This role involves handling day-to-day client interactions and ensuring thorough management of both personal and business banking services. Candidates should possess at...PrivateWork at office
- A boutique wealth management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors. Responsibilities include planning support, meeting preparation, and maintaining financial plans. This role requires a...
- ...Client Onboarding New Account Approver At Goldman Sachs... ...leading global financial services firm providing investment banking, securities and... ...to join the Goldman Sachs Wealth Services team in the Asset... ...external partners while supporting positive outcomes for the...
$90k - $100k
...specialize in helping our clients navigate the complex... ...deliver exceptional service to our clients.... ...arrangements and benefits that support your well-being,... ...about you! As a Private Client Advisor you'll... ...real state, private banking, or wealth management. ~ Knowledge...PrivateWork at officeFlexible hours$133.37k - $156.9k
...Job Title Wealth Banking Services Relationship Manager Job... ...enabling the communities we support to grow and succeed.... ...wholesale private banking products and services to end clients of partner custodians... ...Private Banking Product Specialists to provide counsel and...PrivateTemporary workWork experience placement- Overview Sr. Associate, Client & Advisor Services role at Focus Financial Partners... ...operating functions that support the Private Client Group. As a member... ...movement with custodian banks. Maintain internal records... ...experience specifically in wealth management, RIA, or family...PrivateWork at office
- Texas Capital Bank Job Opportunity Texas... ...that works for our clients, with highly experienced... ...Leverages the specialists on their team... ...investment advisor, wealth strategist, financial... ...and customer service associates The duties... ...seven years in private banking preferred...PrivateImmediate start
- ...Private Banker II- Dallas Division: Private Banking Work Days: Monday - Friday Hours... ...private banking, wealth management,... ...responsible for managing a client base comprised... ...existing products and services to clients.... ...the assistance of specialists throughout the division...PrivateWork at officeMonday to Friday
- ...Texas, is seeking associates in Private Wealth Management to provide asset allocation recommendations and support Financial Advisors. Responsibilities include client relationship management, portfolio... ...degree and experience in client service. The firm offers a comprehensive...Private
- Asset & Wealth Management Operations - Multi Asset Solutions - Client Service - Dallas- Senior Associate location_... ...Goldman Sachs’ Merchant Bank, and brings together... ...range, which include private assets, equities, fixed... ...derivatives. The group supports portfolio managers,...PrivateWork at office
- Dexian is seeking a Client Services Associate to support Advisors and deliver exceptional client experiences in Dallas, Texas. The ideal candidate will... ...requires 3+ years of experience in executive support or wealth management, with strong organizational and communication...Work at office
- ...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...PrivateWork at officeLocal area
- ...an opportunity to help clients across the globe realize... ...investment and advisory services for pension plans, sovereign wealth funds, insurance companies... ...(DC) business, supporting business development and... ...insights across public and private markets. We are seeking...Private
- ...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...PrivateWork at officeLocal area
- ...assignment Job Function: Client Services - Operations Division: Asset & Wealth Management Our Impact... ...Mutual Funds, and complex private equity fund‑of‑funds... ...for retirement, financial support for higher education, and... ...counseling services. #J-18808-Ljbffr Goldman Sachs Bank AGPrivateTemporary workWork at office
- ...Manager, Oil & Gas Accounting & Client Service This role is responsible for... ...with client objectives. Support onboarding and ongoing... ...mitigation. Partner closely with Private Bank relationship managers as... ...supporting fiduciary, trust, or wealth management oil and gas...PrivateShift workDay shift
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