Wealth Client Services Specialist II
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-09-09
Listing for:
Peapack Private Bank & Trust
Full Time
position Listed on 2026-09-09
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Peapack Private Bank & Trust in Morristown, NJ is seeking a Client Service Officer II to support Wealth Advisors and Trust Officers, handling onboarding and day-to-day client service.
You will manage KYC docs, open and fund accounts, and maintain data in Tamarac and the Tamarac Client Portal, while collaborating across teams.
The role emphasizes integrity, discretion, strong communication, and a commitment to a white-glove client experience.
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