Affluent Client Services Specialist
Job in
Santa Ana, Orange County, California, 92725, USA
Listed on 2026-08-27
Listing for:
Banc of California
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Banking Operations, Banking & Finance, Financial Compliance
Job Description & How to Apply Below
Banc of California is seeking a Private Client Services Officer to manage affluent consumer and business client relationships, delivering a high-touch end-to-end client experience and coordinating with Private Banking Relationship Managers.
You’ll handle onboarding, treasury management products, and account servicing, ensuring compliance with CIP, KYC, BSA/AML, and other regulatory requirements while maintaining strong risk controls.
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