Private Client Services Specialist – Onboarding & Support

Bankwell; New Canaan (CT); On-site; USD 43,050 - 49,676; Full time

Job summary

Bankwell in New Canaan, Connecticut seeks a Private Client Group Support Associate to aid in managing client relationships and supporting day-to-day operations. In this full-time role, you will work closely with clients and internal teams to deliver exceptional banking solutions.

The ideal candidate has 3-5 years of experience in commercial banking, strong interpersonal skills, and proficiency in Microsoft Office Suite. This position offers professional growth opportunities in a collaborative environment.

Qualifications

• 3-5 years of commercial banking or client service experience.
• Ability to thrive under pressure and meet tight deadlines.
• Excellent written and verbal communication.

Responsibilities

• Support day-to-day client relationships and service implementation.
• Manage digital onboarding workflows for new clients.
• Track service level agreements and recommend process improvements.

Skills

Interpersonal skills

Attention to detail

Organizational skills

Microsoft Office Suite proficiency

Collaboration

Education

Bachelor's degree

Tools

HubSpot

Job description

Bankwell in New Canaan, Connecticut seeks a Private Client Group Support Associate to aid in managing client relationships and supporting day-to-day operations. In this full-time role, you will work closely with clients and internal teams to deliver exceptional banking solutions.

The ideal candidate has 3-5 years of experience in commercial banking, strong interpersonal skills, and proficiency in Microsoft Office Suite. This position offers professional growth opportunities in a collaborative environment.