Wealth Client Services Specialist II

Peapack Private Bank & Trust; Morristown (NJ); On-site; USD 73,000 - 85,000; Full time

Benefits offered by this job

Employee Stock Purchase Program

401K with generous match

Paid time off

Job summary

Peapack Private Bank & Trust in Morristown, NJ is seeking a Client Service Officer II to support Wealth Advisors and Trust Officers, handling onboarding and day-to-day client service.

You will manage KYC docs, open and fund accounts, and maintain data in Tamarac and the Tamarac Client Portal, while collaborating across teams.

The role emphasizes integrity, discretion, strong communication, and a commitment to a white-glove client experience.

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.
• Previous experience with Fidelity Investments and/or Charles Schwab or similar brokerage custodian.
• Proficient in Microsoft Office.
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational skills.
• Must have exceptional critical thinking skills.
• Independent thinker who can exercise discretion and make decisions independently.
• Demonstrated integrity and ability to maintain confidentiality.

Responsibilities

• Accurate and timely processing of new account openings, transfers, maintenance, money movement transactions, and IRA contributions/distributions.
• Responsible for entire process of opening and funding new accounts, including KYC documentation and Tamarac setup.
• Enter and maintain all client data in the CRM.
• Administrative/Compliance tasks including Admin Reviews, filing, and correspondence handling.
• Participate in projects and initiatives for continual process improvement.
• Set up and maintain accounts, households, reporting groups, and billing for 3rd party custodian accounts in the PMS.

Skills

Communication skills

Detail oriented

Independent thinker

Discretion

Integrity

Education

Bachelor’s degree in finance/business or equivalent work experience

Tools

Microsoft Office

CRM systems (Salesforce)

Portfolio Management System (Tamarac)

Job description

Peapack Private Bank & Trust in Morristown, NJ is seeking a Client Service Officer II to support Wealth Advisors and Trust Officers, handling onboarding and day-to-day client service.

You will manage KYC docs, open and fund accounts, and maintain data in Tamarac and the Tamarac Client Portal, while collaborating across teams.

The role emphasizes integrity, discretion, strong communication, and a commitment to a white-glove client experience.