Wealth Client Services Specialist II

Peapack Private Bank & Trust; Morristown (NJ); On-site; USD 73,000 - 99,000; Full time

Benefits offered by this job

PTO

Medical, dental, and vision insurance

Education reimbursement

Wellness programs

Employee Stock Purchase Program

401K with 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 oversee new account onboarding, ongoing service, and ensure accuracy of account administration while collaborating with internal partners.

You will also maintain client data in CRM and PMS, manage onboarding documentation, and support initiatives to improve processes and client experience in a fast-paced wealth

Qualifications

• Bachelor’s degree in finance/business or equivalent work experience.
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational skills.
• Exceptional critical thinking skills.
• Independent thinker who can exercise discretion in performance of duties.
• Demonstrated integrity and ability to maintain confidentiality.

Responsibilities

• Client Service: Accurate and timely processing of new account openings, transfers, maintenance, money movements, and IRA contributions/distributions; field questions from clients and colleagues.
• On-Boarding: Manage the full process of opening and funding new accounts, KYC documentation, and custodian submissions; set up clients in Tamarac and Tamarac Client Portal.
• CRM & PMS Data Maintenance: Maintain client data in CRM and manage accounts, households, reporting groups, and billing for 3rd party custodian accounts.
• Administrative/Compliance: Complete Admin Reviews, file client correspondence, answer phones, process mail, and handle new/closed account forms.
• Projects: Participate in process improvement initiatives to enhance client experience and efficiency.

Skills

Verbal communication

Written communication

Attention to detail

Critical thinking

Discretion

Integrity

Education

Bachelor’s degree in finance/business or equivalent

Job description

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 oversee new account onboarding, ongoing service, and ensure accuracy of account administration while collaborating with internal partners.

You will also maintain client data in CRM and PMS, manage onboarding documentation, and support initiatives to improve processes and client experience in a fast-paced wealth