U.S. Private Bank Digital Client Service Associate

Digital Client Service Associate

As a Digital Client Service Associate within the Private Bank team you will be the primary point of contact for all online related needs of Private Bank clients. You will work in a team-oriented environment with Bankers, product partners, and operations teams to deliver a seamless and integrated approach to the client online experience.

• Provide exceptional service and flawless execution on client requests and inquiries
• Follow the firm's controls policies and procedures and regulations as well as protecting client assets against potential fraud activities
• Engage with respective client facing teams and internal business groups to deliver and execute client transactions

• Interest in technology
• Excellent communication skills (both verbal and written)
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
• 3+ years of experience in similar roles
• Strong problem solving acumen

• Prior experience in the financial service industry in client facing role
• College degree or equivalent financial service experience
• Experience with a wide array of financial products
• Prior experience working in a high call volume environment