Private Bank Associate - Investments

Job Description

This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.

• Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
• Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
• Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
• Responsible for providing administrative and analytical support to Portfolio Manager(s)
• Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews

• Minimum of 1 year of experience with a financial institution focusing on client service and sales
• High net worth client service and sales experience desired
• BS/BA degree in Business, Finance or Economics desired

• Account Management
• Attention to Detail
• Customer and Client Focus
• Issue Management
• Critical Thinking
• Customer Experience Improvement
• Decision Making

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

US - NJ
- Florham Park - 500 Campus Dr
- Morristown (NJ6520)

Pay range: $28.52 - $40.29 hourly pay, offers to be determined based on experience, education and skill set.

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.