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Wealth Client Services Associate
Job in
Summit, Union County, New Jersey, 07902, USA
Listed on 2026-01-14
Listing for:
Peapack Private Bank & Trust
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A boutique bank in Summit, NJ is seeking a Client Service Officer I to provide exceptional support to Wealth Advisors and clients. The role involves client onboarding, maintaining accurate records, and ensuring compliance with administrative tasks. Applicants should have a Bachelor’s degree in finance or business and relevant client service experience. The position offers competitive compensation and comprehensive benefits, including medical coverage and a paid time off program.
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Position Requirements
10+ Years
work experience
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