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Wealth Client Service Specialist II
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-08-10
Listing for:
Accounts
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
Peapack Private Bank & Trust is seeking a Client Service Officer II to provide outstanding support to Wealth Advisors, Trust Officers, Portfolio Managers, and clients. You will handle client onboarding, day-to-day service, and act as a SME for wealth processes and systems.
The role emphasizes accuracy in client account administration and collaborative relationships with clients. Responsibilities include onboarding, KYC documentation, account maintenance, and proactive communication.
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