Private Banking Specialist: Client Services & Wealth Support

Remedy Intelligent Staffing; Honolulu, Northern (HI, KY); Hybrid; USD 23,000 - 33,000; Full time

Benefits offered by this job

Weekly Pay

Medical/Dental/Vision/Prescription

Free Online Skill Classes

EAP

Discounts and more

Job summary

Remedy Intelligent Staffing in Downtown Honolulu is seeking a Private Banking Specialist to support affluent clients and assist Private Bankers with lending, deposits, and wealth management tasks.

This role offers weekday hours, on-site in Hawaii, and benefits like weekly pay and medical coverage. A degree in business or finance and client-service experience are preferred, with opportunities to learn from seasoned banking professionals.

Qualifications

• Associate's or Bachelor's degree in Business, Finance, Accounting, Economics, or related field.
• Prior banking, financial services, customer service, administrative, or client support experience preferred.
• Strong communication and interpersonal skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional, client-focused mindset.
• Proficiency in Microsoft Office (Outlook, Word, Excel).

Responsibilities

• Support Private Bankers in managing and growing client relationships.
• Coordinate and respond to client service requests in a timely and professional manner.
• Assist with loan, deposit, and account maintenance activities.
• Prepare client documentation, presentations, reports, and account materials.
• Serve as a liaison between clients, bankers, and internal departments.
• Monitor account activity and assist with portfolio administration.
• Research banking products and solutions to support client needs.
• Maintain accurate client records and ensure compliance with bank policies and regulatory requirements.
• Schedule meetings, track follow-up items, and support relationship management efforts.
• Deliver exceptional service and help enhance the overall client experience.

Skills

Communication skills

Interpersonal skills

Customer service

Organizational skills

Multitasking

Professional demeanor

Education

Associate's or Bachelor's degree in Business, Finance, Accounting, Economics, or related field

Job description

Remedy Intelligent Staffing in Downtown Honolulu is seeking a Private Banking Specialist to support affluent clients and assist Private Bankers with lending, deposits, and wealth management tasks.

This role offers weekday hours, on-site in Hawaii, and benefits like weekly pay and medical coverage. A degree in business or finance and client-service experience are preferred, with opportunities to learn from seasoned banking professionals.