Job Description

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. Private Bank - Client Service Associate


If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, . Morgan is the place for you!


As a Client Service Associate within the . Private Bank at . Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.


Job responsibilities

  • Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research r...

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