Remote Private Bank Client Relationship Associate

A financial services institution is seeking a Client Relationship Associate to manage client relationships and support onboarding processes. The role requires a Bachelor's Degree and 3 years of related experience. Key responsibilities include assisting with client meetings, maintaining the CRM system (Salesforce), and supporting financial planning initiatives. A strong background in client services and communication skills is essential for success. This position offers competitive compensation and is based in South Bend, Indiana. #J-18808-Ljbffr