Private Bank Senior Associate (PBSA)
$63,336–$100,006 year
On-siteChicago, Illinois, United States or San Francisco, California, United States
Job Summary
Monitor and execute client service plans for complex Private Bank clients, including initiating account openings, asset transfers, and wire processing. Handle inquiries related to KYC refreshes, digital engagement, and fraud monitoring while coordinating with Trust, Family Office, and Custody specialists to resolve issues. Manage client transactions for business and individual Bank products, ensuring adherence to audit and compliance standards. Support the Client Management Process by delivering branded experiences, managing travel reservations, and assisting with pipeline reporting and client presentations.
Required Qualifications
- Minimum of 3-5 years' of Private Banking administrative experience focusing on high net worth client service, support and sales
- BS/BA degree in Business, Finance or Economics
- BS/BA degree in Business, Finance or Economics, English major preferred
- Ability to successfully complete assessment of critical skills
- Account Management
- Attention to Detail
- Customer and Client Focus
- Prioritization
- Written Communications
- Active Listening
- Adaptability
- Critical Thinking
- Decision Making
- Issue Management
- Collaboration
- Customer Experience Improvement
- Recording/Organizing Information
- Referral Identification
- High School Diploma / GED / Secondary School or equivalent
Desired Qualifications
- BS/BA degree in Business, Finance or Economics
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