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Private Banking Client Specialist
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-07-18
Listing for:
Johnson Financial Group
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Private Banking, Banking & Finance
Job Description & How to Apply Below
Johnson Financial Group is seeking a Private Banking Specialist to provide banking and portfolio administrative support to Private Banking Relationship Managers within the Milwaukee area. The role requires handling confidential information with professionalism, supporting new business development, client referrals and retention efforts.
Key responsibilities include understanding JFG products, opening/closing accounts, assisting clients with online banking, arranging loan packages, processing
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