Private Wealth Management Associate

What you’d do

Serve as the daily contact between wealth management, trust, banking, or investment clients and the bank, handling client calls, transactions, and problem resolution. Escalate issues beyond delegated authority to the assigned advisor or specialist and flag compliance or fraud concerns. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent work experience, or 5+ years relevant experience
• Excellent verbal, written and interpersonal communication skills
• Proven customer service and problem resolution skills
• Proficient with Microsoft Office and computer navigation