Client Service Associate – Asset & Wealth Management

About the role

The Client Service Associate works within the Private Bank to deliver a seamless, integrated experience for high‑net‑worth clients. You will collaborate with bankers, product specialists and operations teams to ensure accurate transaction processing and proactive client support.

Key responsibilities

• Execute daily client transactions and inquiries accurately, adhering to deadlines and internal policies.
• Monitor client cash balances and coordinate with clients to manage positions.
• Provide information, collect responses, and record client elections for corporate actions.
• Research, follow up, and resolve client issues by liaising with internal stakeholders.
• Investigate potential fraud, errors, or losses and ensure timely resolution.
• Identify cross‑sell opportunities and forward them to bankers and product partners.
• Verify and maintain data quality for client hierarchy and account alignment.

Required profile

• Bachelor’s degree or equivalent financial qualification.
• Fluent English with strong relationship‑management and communication abilities.
• Ability to adapt quickly to changing business and technology environments.
• Solid understanding of deposit, banking, brokerage, custody, investment‑management, mutual‑fund and credit products.
• Knowledge of relevant regulations, policies and procedures.
• Previous experience in a similar role within financial services or banking.
• Capital Markets exam required or to be passed within two months of start date.

Required skills