Wealth Client Service Specialist II

Accounts

Morristown (NJ)

On-site

USD 73,000 - 99,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation package

Generous paid time off

Comprehensive medical coverage

Dental and vision coverage

Maternity/paternity leave

Education reimbursement

Wellness programs

Employee Stock Purchase Program

401K with a generous match

Job summary

Peapack Private Bank & Trust is seeking a Client Service Officer II to provide outstanding support to Wealth Advisors, Trust Officers, Portfolio Managers, and clients. You will handle client onboarding, day-to-day service, and act as a SME for wealth processes and systems.

The role emphasizes accuracy in client account administration and collaborative relationships with clients. Responsibilities include onboarding, KYC documentation, account maintenance, and proactive communication.

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.
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.

Responsibilities

Client Service: accurate and timely processing of new accounts, transfers, maintenance, money movement, and IRA contributions/distributions.
On-Boarding: complete process of opening and funding new accounts, prepare KYC docs, submit to custodians, ensure funding and setup in Tamarac and Tamarac Portal.
CRM & PMS Data Maintenance: maintain client data in CRM, and accounts, households, reporting groups, and billing.