Mid-Level
U.S. Private Bank – Digital Client Service Associate
As a Digital Client Service Associate within the Private Bank team you will be the primary point of contact for all online related needs of Private Bank clients. You will work in a team-oriented environment with Bankers, product partners, and operations teams to deliver a seamless and integrated approach to the client online experience.
Job responsibilities
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Provide exceptional service and flawless execution on client requests and inquiries
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Follow the firm’s controls policies and procedures and regulations as well as protecting client assets against potential fraud activities
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Engage with respective client facing teams and internal business groups to deliver and execute client transactions
Required qualifications, capabilities, and skills
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Interest in technology
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Excellent communication skills (both verbal and written)
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Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
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3+ years of experience in similar roles
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Strong problem solving acumen
Preferred qualifications, capabilities, and skills
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Prior experience in the financial service industry in client facing role
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College degree or equivalent financial service experience
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Experience with a wide array of financial products
Prior experience working in a high call volume environment
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