Private Banking Client Services Specialist II

A leading financial institution is seeking a Private Bank Service Specialist II to manage day-to-day client interactions and documentation processes. The candidate should have extensive customer service experience in banking or wealth management, and proficiency in Microsoft tools. Responsibilities include servicing accounts, problem solving, and supporting Wealth Advisors. The role requires a High School Diploma, and a Bachelor’s degree is preferred. The work environment is office-based but may offer flexible arrangements. #J-18808-Ljbffr