PB Client Relations Associate

Primary Responsibilities

• 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.
• Plan, coordinate, and execute exclusive client events from concept through completion, including venue sourcing, catering, invitations, and on-site management.
• Design and deliver bespoke "surprise and delight" moments — curated gifts, personalized experiences, milestone recognitions, and thoughtful gestures that deepen client relationships.
• Cultivate and manage partnerships with luxury vendors, hospitality providers, and lifestyle services to enhance the client experience.
• Source and manage tickets for high-demand events including sports, performing arts, cultural galas, and private access experiences.
• Cook up and coordinate all aspects of client travel — flights, hotels, ground transportation, dining reservations, and itinerary planning — ensuring a seamless, premium experience.
• Maintain and update the Salesforce CRM platform with accurate client data, activity logs, pipeline stages, and opportunity tracking.
• Prepare comprehensive meeting materials including briefing documents, client profiles, presentation decks, and relevant market or portfolio summaries.
• Capture and distribute detailed meeting follow-ups, action items, and next steps; track completion to ensure accountability.
• Support bankers with pipeline management, prospect research, and relationship mapping.
• Process, track, and reconcile client entertainment and business development expenses in accordance with firm policies.
• Prepare monthly expense reports and ensure timely submission and approval.
• Draft and schedule content for the team’s professional social media channels (LinkedIn, etc.), highlighting market insights, firm announcements, events, and community engagement.
• Maintain brand consistency and compliance standards across all digital communications.

Required Qualifications, Education, Certifications and/or Other Professional Credentials

• 3–6 years of experience in a client-facing role within private banking, wealth management, luxury hospitality, or a comparable high-touch service environment.
• Proficiency with Salesforce CRM; ability to maintain accurate records and generate reports.
• Exceptional written and verbal communication skills; impeccable attention to detail.
• Demonstrated experience coordinating events and/or travel logistics.
• High degree of professionalism, discretion, and sound judgment when handling confidential client information.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Bachelor’s degree in Business, Communications, Hospitality, Finance, or a related field.
• Experience with luxury vendor networks, concierge services, or lifestyle management.
• Familiarity with financial services compliance and client data privacy requirements.
• Existing relationships within local arts, cultural, culinary, or sports communities.