Private Wealth Management Associate

What you’d do

Serve as the daily contact between wealth management trust, banking, and investment clients and the bank, handling calls, transactions, and problem resolution within delegated authority. Escalate issues to the assigned Wealth Management Advisor and watch for compliance or fraud concerns. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Associate degree or equivalent work experience
• 5+ years administrative support in banking
• Knowledge of bank products and departmental policies
• Strong customer service skills
• Excellent written and verbal communication