Client Service Officer NYC

Peapack Private Bank & Trust; New York (NY); On-site; USD 80,000 - 87,000; Full time

Benefits offered by this job

Competitive compensation

Generous paid time off

Medical, dental, vision coverage

Maternity/paternity leave

Education reimbursement

Wellness programs

Employee Stock Purchase Program

401K with generous match

Job summary

Peapack Private Bank & Trust is seeking a Client Service Officer NYC to manage complex client relationships for high-net-worth individuals and their businesses. The role emphasizes delivering customized financial solutions with independent judgment in a private banking setting.

The CSO partners within the Commercial Banking team, onboarding clients and guiding them through product choices while maintaining strict risk and compliance standards.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• 3-5 years of relevant experience.
• Advanced knowledge of banking operations and products.
• General understanding of CRM system.

Responsibilities

• Serve as an advisor and escalation point for HNW clients.
• Onboards clients and ensures a white glove experience.
• Exercise discretion in prioritizing client requests and resolving complex issues.
• Provide guidance on banking products and service approaches.
• Identify and mitigate operational and compliance risks.
• Make determinations on escalation and exception handling.
• Serve as a subject matter expert on KYC/AML.
• Assists group directors with other tasks as needed.
• Operate with agility and adaptability, responding to changing priorities.
• Demonstrate curiosity and a learning mindset.

Skills

CRM experience

Advanced banking operations

Analytical skills

Microsoft Office

Education

Bachelor’s degree in Finance or related field

Tools

CRM system

Microsoft Office (Outlook/Word/Excel)

Job description

Client Service Officer NYC

• Posted on August 21, 2026

Locations

Showing 1 location

New York, NY 10022, USA

• On-site
• Commercial
• Full-Time
• Requisition #: CLIEN002315

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 byAmerican Banker for the eighth consecutive year as one of the nation’s "Best Banks to Work For." Our secret sauce, in a word, is ourculture.

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.

Position Overview

The Client Service Officer (CSO) serves as a partner within the Commercial Banking team, responsible for managing complex client relationships and exercising independent judgment in the delivery of customized financial solutions for high-net-worth (HNW) clients, and their business.

Key Responsibilities

• Serve as an advisor and escalation point for HNW clients
• Onboards clients and ensures a white glove experience
• Exercise discretion in prioritizing client requests and resolving complex issues
• Provide guidance on banking products and service approaches
• Identify and mitigate operational and compliance risks
• Make determinations on escalation and exception handling
• Serve as a subject matter expert on KYC/AML
• Assists group directors with other tasks as needed
• 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, Economics, or related field preferred.
• 3-5 years of relevant experience.
• Advanced knowledge of banking operations and products.
• General understanding of CRM system.
• Ability to interact professionally with all levels of management and external clients.
• Strong decision-making and analytical skills.
• Working knowledge of Microsoft Outlook, Word, Excel, and Internet Explorer.

Benefits Overview

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

The approximate pay range for this position is $79,918 to $87,000, 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.