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Wealth Client Services Specialist II
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-08-11
Listing for:
Peapack Private Bank & Trust
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Wealth Management
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 oversee new account onboarding, ongoing service, and ensure accuracy of account administration while collaborating with internal partners.
You will also maintain client data in CRM and PMS, manage onboarding documentation, and support initiatives to improve processes and client experience in a fast-paced wealth
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