Asset and Wealth Management - Client Service Associate

Job description

he Client Service Specialist works with teams across the Private Bank to deliver a seamless and integrated experience to our clients. We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you. As a Client Service Specialist within the Private Bank, you will work with teams across the bank to deliver a seamless and integrated experience to our clients. We are actively looking for team members who are collaborative, engaging, and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high-quality service, this role provides the opportunity to be part of a dynamic team and make a significant impact on our client's experience. Job Responsibilities: - Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority - Monitor client cash b...