Private Banking Client Services Specialist
Tristate Capital Holdings, Inc.
TriState Capital Bank in Pittsburgh, PA, is seeking a Client Services Representative to support servicing within the Private Bank Service Team. You will interact with clients and other banking professionals to provide tailored solutions throughout each Private Banking transaction. The role emphasizes accuracy, collaboration, and efficient processing in a fast-paced environment, with opportunities to participate in process improvements and cross-team projects. #J-18808-Ljbffr
- ...without all the small talk. And banks would only sell you what you... ...need. When a banker looked at a client, they wouldn’t just see a... ...through to completion. As a Private Client Advisor, you will be the... ...multiple lines of business and service/support teams, protect all client...Private clientWork experience placementWork at officeLocal areaNight shiftWeekend workAfternoon shift
- JPMorganChase is seeking a Private Client Banker in Union City, NJ to manage key banking relationships with affluent clients. Your role involves proactively nurturing... ...ensuring clients receive the best products and services from Chase. The ideal candidate has over 1 year...Private client
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Private clientWork at office
- ...Manager II to manage a portfolio of private and industrial clients. You will grow revenue through new business... ...existing relationships, cross-sell bank products, and maintain strong... ...Credit Officers, and ensure excellent service with integrity and compliance across...Private client
- ...J.P. Morgan Alternative Fund Services (“AFS”) is part of the Securities... ...in the Corporate & Investment Bank and is one of the largest fund... ...J.P. Morgan's various private equity and real estate entities... ...administration services to more than 150 clients across all alternative asset...Private clientWork at office
$60.7k - $100.1k
## Client Onboarding SpecalistApplylocations: Chicago, ILtime... ...wealth management, asset servicing, asset management and banking services, Northern Trust... ...nonprofit organizations, private foundations, public... ...curious Client Onboarding Specialist to join our team.**Core Responsibilities...H1bWorldwideFlexible hours$76k - $135k
...J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities... ...in the Corporate & Investment Bank and is one of the largest fund... ...J.P. Morgan's various private equity and real estate entities... ...administration services to more than 150 clients across all alternative asset...Private clientWork at office$90k - $120k
...the core offerings to wealth management clients, while the OCIO portfolios serve a sophisticated... ..., incorporating both public and private market exposures.• Support the selection,... ...wealth manager and the leading universal bank in Switzerland. We also provide diversified...Private clientFull timeFlexible hours- ...an enthusiasm for helping our clients, taking care of our employees,... ...delivering extraordinary customer service while maintaining a strong... ...financial needs. As a Private Client Advisor in Chase Wealth... ...success and the goals of the bank, while fostering a culture of...Private client
- City National Bank's Encino branch seeks a Relationship Associate to serve clients daily, handle teller transactions, and support sales consultations. You will deliver exemplary service, resolve inquiries, and identify cross-sell opportunities while maintaining branch operations...
- ...an enthusiasm for helping our clients, taking care of our employees,... ...delivering extraordinary customer service while maintaining a strong... ...meet their financial needs. As a Private Client Investment Associate in... ...GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES...Private client
- ...Teller to support branch operations and deliver high-quality client services. You will process transactions, handle cash, and collaborate... ...compliance, and opportunities to introduce customers to digital banking solutions, while maintaining a welcoming, secure environment....Part time
- Banc of California is seeking a client services professional to service internal and external clients, onboarding deposit accounts and treasury... ...with Legal and BSA, and pursue cross-sale opportunities while upholding bank policies. #J-18808-Ljbffr Pacific Western Bank
- ...lasting relationships. Using the latest banking solutions and cutting-edge technology,... ...brand and deliver extraordinary customer service. If you are committed to improving... ...Associate Project Manager in JPMorgan Private Client, you will report to the Client Experience...Private client
$25 - $32 per hour
...to deliver comprehensive accounting services tailored to multi-generational client needs. Manages day-to-day... ...Performs timely reconciliation of client bank accounts to ensure financial integrity... ...partnerships. Supports Private Client Solutions team in fulfilling...Private clientHourly payWork at officeLocal areaVisa sponsorship- Department: Client Services Location: Pittsburgh, PA The Client Services Representative - Servicing supports all client requests originating within the Private Bank Service Team. This position includes working closely with the full Sales organization, Portfolio Management...Bank staff
- NBH Bank in Greenwood Village, CO is seeking a Private Client Advisor to serve a select group of affluent clients, building trusted banker-client relationships... ...privacy policies, and meet quarterly and annual sales/service goals while actively participating in community and...Private client
$20.2 - $24.04 per hour
...Management serves the financial needs of private clients, including high net worth individuals,... ...goals with the highest standards of service and integrity. Through our four companies... ...Transportation and Commuting Benefits Banking Benefits Pet Insurance Compensation The...Private clientHourly payTemporary workWork at officeFlexible hours- ...Bank Of America Job Opportunity At Bank of America... ...how we deliver for our clients, teammates, communities... ...to the full array of Private Bank and the bank's capabilities and services to meet specific client... ...identify the need for team specialists; collaborate closely...Private clientShift workDay shift
- ...days) to receive an alert: Client Relationship Specialist III Houston, TX, US, 77001... ...Support; Commercial Banking, Energy; Commercial Banking... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA... ...into TouchPoint Sales and Service. You'll manage exception reports...Work at officeLocal area
- UMB Bank in United States is seeking a Commercial Service Specialist to manage day-to-day servicing for commercial banking clients. The role supports treasury products, loans, and deposits, coordinating with internal teams to deliver growth and a trusted relationship....
$25 - $38.46 per hour
## Private Client BankerApplylocations: Uniontown, OHtime type: Full timeposted on: Posted Todaytime... ..., and offering appropriate products and services. PCBs identify products and services to... ..., Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank...Private clientHourly payWork experience placementDay shift- U.S. Bank in Salt Lake City, Utah seeks an experienced Administrative Support professional... ...teams, manage schedules, and handle client communications. The role emphasizes accuracy... ...ideal candidate brings strong customer service, problem-solving abilities, and a proven...Private client
- ...investment and wealth management. Its clients include institutions, high-net-worth... ...also provides retirement products and services, brokerage and banking services including trusts and estates... ...-leading investment management and private banking solutions. Asset Management provides...
$17 - $22.55 per hour
...Branch Banking-Client Consultant I-Float Location: Forest Hills, NY 11375 Branch Banking Client Consultant I-Float travels between... ...customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing...Local area$17 - $22.55 per hour
...Branch Banking Client Consultant I Location: Flushing, NY 11367 The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions...Local area$66.36k
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY Join to apply for the J.P... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...clients become more digitally confident and bank when, where, and how they want....Private clientFull time- ...SmartBank is seeking a friendly Teller to greet clients, answer questions, and direct them to the... ..., and payments while adhering to bank policies and maintaining confidentiality. The role requires strong customer service, math skills, and reliability, with the ability...
- Marsh McLennan Agency Client Service Specialist, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn... ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...Private clientPermanent employmentWork at officeLocal areaFlexible hoursNight shift
$145k - $243k
...3,000 USD Customer-Facing & Banking Roles Full-Time Requisition... ...banking and treasury management services to small, middle market, and... ...processing solutions to its clients and serves the Community... ...managing a portfolio of primarily private clients. Performs all duties...Private clientFull timeTemporary workWork experience placementLocal areaImmediate startFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banking Client Services Specialist. Be the first to apply!
- inbound call center customer service representative Brooklyn, NY
- work from home customer service advisor Brooklyn, NY
- card services representative Brooklyn, NY
- customer relations specialist Brooklyn, NY
- customer happiness specialist Brooklyn, NY
- customer service associate Brooklyn, NY
- e-commerce customer service representative Brooklyn, NY
- customer service representative remote Brooklyn, NY
- client service representative Brooklyn, NY
- full time customer service associate Brooklyn, NY

