Client Service Associate, Private Wealth

This role supports Investment Advisors and Private Wealth branch operations by delivering exceptional client service, managing day-to-day administrative tasks, and coordinating marketing initiatives for high-net-worth clients. The employee assists with complex client requests, maintains client databases, ensures regulatory compliance, and fosters long-term relationships to facilitate business growth. A client-focused position, it requires a balance of administrative precision, technological proficiency, and strong interpersonal skills to uphold the bank's commitment to personalized service and risk management.