Remote in Los Angeles, CA; SF Bay, CA; Salt Lake, UT; Boston, MA
There are 2 roles open. The roles are mostly remote in the following locations, the workers will need to go into the office once a month.
Locations: Los Angeles, CA; SF Bay, CA; Salt Lake, UT or Boston, MA
Responsibilities
The Private Bank Relationship Advisor assists our client facing team members by gathering and screening account documentation for deposits, trusts, and/or loans as part of the onboarding process. They also provide daily service support and troubleshooting, including but not limited to responding to client requests for account maintenance, gathering/ tracking of client documentation, processing requests for money movement and timely follow up on a wide variety of internal/external client requests.
The Private Bank Relationship Advisor is a critical member of the service and support team to ensure we fulfill the financial needs of our Private Bank clients.
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
req15140
Seniority level
Entry level
Employment type
Contract
Job function
Finance and Sales
Industries
Banking
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