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Wealth Client Services Officer II
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-09-03
Listing for:
Accounts
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
Peapack Private Bank & Trust in Morristown is seeking a Client Service Officer II to provide high‑touch support for wealth management clients, processing accounts, transfers, and funding with accuracy while maintaining compliance and data integrity.
You will collaborate with Wealth Advisors, use Salesforce and Tamarac, manage onboarding documents, and ensure proactive, white-glove service. Minimum 5 years in client service preferred; a finance/business degree is required.
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