Relationship Advisor-12685
Posted on :
29-10-2022
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Job Description
Job Title : Relationship Advisor-12685
Location : Los Angeles, CA 90017
Duration : 6 Months
Qualifications:
The person can be based Los Angeles, CA, Santa Clara, CA , Boston, MA or Salt Lake, UT Working remote now until WFH is lifted
There are two roles open.
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.
Employment Type
Full Time
Key Skills
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