Client Service Officer II

Peapack Private Bank & Trust; Morristown (NJ); On-site; USD 73,000 - 85,000; Full time

Benefits offered by this job

Employee Stock Purchase Program

401K with generous match

Paid time off

Job summary

Peapack Private Bank & Trust in Morristown, NJ is seeking a Client Service Officer II to support Wealth Advisors and Trust Officers, handling onboarding and day-to-day client service.

You will manage KYC docs, open and fund accounts, and maintain data in Tamarac and the Tamarac Client Portal, while collaborating across teams.

The role emphasizes integrity, discretion, strong communication, and a commitment to a white-glove client experience.

Qualifications

• Bachelor’s degree in finance/business or equivalent work experience.
• Minimum of 5 years of experience in Client Service in wealth management, financial services or a similar industry preferred.
• Previous experience with Fidelity Investments and/or Charles Schwab or similar brokerage custodian.
• Proficient in Microsoft Office.
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational skills.
• Must have exceptional critical thinking skills.
• Independent thinker who can exercise discretion and make decisions independently.
• Demonstrated integrity and ability to maintain confidentiality.

Responsibilities

• Accurate and timely processing of new account openings, transfers, maintenance, money movement transactions, and IRA contributions/distributions.
• Responsible for entire process of opening and funding new accounts, including KYC documentation and Tamarac setup.
• Enter and maintain all client data in the CRM.
• Administrative/Compliance tasks including Admin Reviews, filing, and correspondence handling.
• Participate in projects and initiatives for continual process improvement.
• Set up and maintain accounts, households, reporting groups, and billing for 3rd party custodian accounts in the PMS.

Skills

Communication skills

Detail oriented

Independent thinker

Discretion

Integrity

Education

Bachelor’s degree in finance/business or equivalent work experience

Tools

Microsoft Office

CRM systems (Salesforce)

Portfolio Management System (Tamarac)

Job description

Job Details

Posting Details

• Posted on August 31, 2026

Locations

• Showing 1 location Morristown, NJ 07960, USA
• On-site
• Wealth
• Full-Time
• Requisition #: CLIEN002317

Description

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking.

What makes Peapack Private different from our competition? As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first. We are proud to be recognized by American Banker for the eighth consecutive year as one of the nation’s “Best Banks to Work For.” Our secret sauce, in a word, is our culture.

We value a diverse, equitable, inclusive, and safe workplace. Our one-team culture goes to great lengths to show all employees that they are valued members of the organization. We treat one another like family and communicate across the Bank in a transparent and frequent manner, respect and consider feedback from all levels, and operate with a philosophy grounded in hospitality and genuine human kindness.

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Simply put, our culture is amazing.

Department Overview

Peapack private wealth management includes investment management services provided for individual and institutions, personal trust services, (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services. Officers from Peapack private wealth management division are available to provide wealth management and trust and investment services at the bank’s headquarters in Bedminster and at all private banking locations.

As our wealth division continues to grow, we have several open roles and are excited to connect talented professionals with opportunities to be part of a team recognized as a Top Private Banking and Wealth Management Firm. https://www.linkedin.com/feed/update/urn:li:activity:7475604976455647232 .

Position Summary

The Client Service Officer II (“CSO II”) provides Wealth Advisors, Trust Officers, Portfolio Managers, and other Wealth staff along with their clients, outstanding and responsive support for all issues. Performs client onboarding and manages the day-to-day, ongoing service of client relationships. The CSO II also serves as a subject matter expert in wealth processes, systems, products, and services.

The position is responsible for maintaining the highest quality service to clients, prospects, as well as internal partners, ensuring the accuracy of client account administrative activities and developing collaborative relationships with clients.

Responsibilities

Client Service: Accurate and timely processing of new account openings, account transfers, account maintenance (i.e., address and beneficiary changes), money movement transactions (deposits & withdrawals), and IRA contributions and distributions. Also, promptly field questions from clients and internal team members as well as provide proactive communication and information as appropriate.

On-Boarding: Responsible for entire process of opening and funding new accounts, which includes preparing Know Your Client (KYC) documentation, drafting comprehensive client on-boarding documents (both internal and third-party custodian), submitting to custodians, and ensuring account(s) are opened correctly and are fully funded. Also responsible for setting up new clients/accounts in Tamarac and setting new clients up on the Tamarac Client Portal.

CRM Data Maintenance: Enter and maintain all client data in the CRM, ensuring accuracy and consistency.

Administrative/Compliance: Including, but not limited to, completing Initial and Annual Admin Reviews, scanning, and filing of client correspondence and paperwork, answering phones, processing incoming and outgoing mail, and completing New and Closed Account forms.

Projects: Participate in projects and/or initiatives as assigned, with the intent of continual improvement in processes, client experience, efficiency, etc.

Portfolio Management System Data Maintenance: Set-up and maintain new accounts, households, reporting groups and billing for 3 rd party custodian accounts.

Key Behavioral Expectations

• Operate with agility and adaptability, responding effectively to changing priorities and business needs
• Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow
• Utilize AI and technology tools responsibly to enhance productivity and decision-making
• Show ownership and critical thinking, using sound judgment to solve problems and deliver results
• Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction

Qualifications

• Bachelor’s degree in finance/business or equivalent work experience
• Minimum of 5 years of experience in Client Service in wealth management, financial services or a similar industry preferred.
• Previous experience with Fidelity Investments and/or Charles Schwab or similar brokerage custodian.
• Proficient in Microsoft® Office.
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational skills.
• Must have exceptional critical thinking skills.
• Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently.
• Demonstrated integrity and ability to maintain confidentiality

Desired

Previous experience using Client Relationship Management (“CRM”) system (Salesforce or similar) a plus

Previous experience using Portfolio Management System (“PMS”) a plus (Tamarac or similar).

Benefits Overview

We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.

The approximate pay range for this position is $72,653 to $85,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.