Description

The Client Relations Associate is a high-touch, full-service relationship support role within our Private Banking division. This individual serves as a trusted extension of the banking team, delivering seamless white-glove service across the full spectrum of client interactions — from day-to-day communications to curated experiences and operational excellence. The ideal candidate is proactive, polished, discreet, and thrives in a fast-paced, relationship-driven environment.
Primary responsibilities include:
Client Relationship Management
• Serve as a primary point of contact for a portfolio of high-net-worth and ultra-high-net-worth private banking clients, delivering consistent, personalized service.
• Manage all client communications including routine updates, inquiries, and follow-ups with professionalism and discretion.
• Anticipate client needs and proactively address requests before they arise.
Events & Surprise and Delight
• Plan, coord...