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Senior Banking Client Services Leader

Job in Beverly Hills, Los Angeles County, California, 90211, USA
Listing for: CalPrivate Bank
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 55000 - 72000 USD Yearly USD 55000.00 72000.00 YEAR
Job Description & How to Apply Below

Cal Private Bank in Beverly Hills is seeking a Sr. Client Services Specialist to deliver advanced client support, manage complex transactions, and maintain accurate account records with precision.

As a liaison between clients, Relationship Managers and Operations, you will ensure seamless service delivery, uphold SLAs, and identify cross-sell opportunities. The role requires 5+ years banking experience (commercial preferred), 2 years new account experience, 1 year sales, and a commitment to

Are you ready to take on the Senior Banking Client Services Leader role at Cal Private Bank?

The position is based in Beverly Hills, CA, United States.

This opportunity is part of our work in Management & Operations, Sales.

The advertised compensation is 55.000 - 72.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Position Requirements
10+ Years work experience
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