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Wealth Client Services Officer II | Private Banking
Job in
Bedminster, Somerset County, New Jersey, 07921, USA
Listed on 2026-07-30
Listing for:
Accounts
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Private Banking
Job Description & How to Apply Below
Peapack Private Bank & Trust in Bedminster, NJ is seeking a Client Service Officer II to support Wealth Advisors, Trust Officers and Portfolio Managers, managing onboarding, account maintenance and client inquiries. You will ensure accurate administrative processing and strong client relationships.
Responsibilities include opening new accounts, KYC documentation, CRM data maintenance, and collaborating with internal partners to deliver white-glove service and timely responses in a fast-paced
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