The Private Client Specialist (PCS) will perform a dual role as a Junior Relationship Manager and as a Private Client Service Associate.
In the Relationship Manager capacity, the Private Client Specialist will act as a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. They will serve as the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending. Partner with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The RM will be responsible for retaining and growing the client relationship and is accountable for exceeding clients’ expectations for asset accumulation, preservation and growth.
In the Private Client Service Associate capacity the PCS will support other team members (Relationship Managers, Trust Advisors or Investment Advisors) and provide consistent and accurate administrative, analytical and service support.
Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).Job Requirements