Affluent Client Services Specialist
Job in
Santa Ana, Orange County, California, 92725, USA
Listed on 2026-08-20
Listing for:
Pacific Western Bank
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Banc of California is seeking a Private Client Services Officer in Santa Ana, CA to manage affluent consumer and business client relationships, onboard new deposits, and support treasury management products with a focus on accuracy and regulatory compliance.
You will work closely with Private Banking Relationship Managers and internal partners to ensure timely, compliant service delivery and a superior client experience across all onboarding and servicing activities.
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