Private Bank Client Services & Operations Specialist
Job in
Anson, Jones County, Texas, 79501, USA
Listed on 2026-05-18
Listing for:
BeathChapman Pte Ltd
Full Time
position Listed on 2026-05-18
Job specializations:
-
Finance & Banking
Private Banking, Banking & Finance, Bank Customer Service, Financial Services
Job Description & How to Apply Below
Beath Chapman Pte Ltd is seeking an experienced client-servicing professional to support their Private Bankers in Anson, Texas. This role involves trade order placement, payment processing, and client onboarding. The ideal candidate has at least 4 years in private banking or UHNW wealth management, a CACS certification, and knowledge of investment products. You will work closely with U/HNW clients and manage credit exposure, ensuring smooth operational processes.
Join us in providing exceptional service in the private banking sector.
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