Senior Specialist, Client Service Management

About the role

The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers and is responsible for the end-to-end onboarding and maintenance of private banking relationships. This role supports a seamless client experience across deposit and lending products through strong operational execution, relationship support, and risk management.

Responsibilities

• Support Private Bankers in the acquisition, onboarding, and expansion of client relationships
• Participate in client meetings, coordinate follow-up activities, and assist with pipeline progression through funding
• Own the onboarding process for new banking and lending relationships
• Gather and validate client information required for account opening and regulatory review
• Complete and coordinate KYC, AML, CIP, beneficial ownership, and related due diligence requirements
• Manage onboarding timelines, documentation, approvals, and exception resolution
• Support onboarding and maintenance for deposit products, including checking, savings, money market, CDs, cash management accounts, and complex ownership structures
• Support onboarding for private banking lending products, including investment credit lines, securities-based lending, residential lending, and other credit solutions
• Partner with bankers, underwriters, credit teams, KYC, and operations to ensure timely and accurate execution
• Ensure all activities comply with regulatory and internal policy requirements
• Identify and escalate operational, compliance, documentation, and fraud risks
• Serve as a subject matter resource for onboarding requirements and complex account structures, including trusts, estates, LLCs, family partnerships, businesses, and family office relationships

Qualifications

• 10+ years of total work experience in an operational and/or client services field is preferred
• Experience supporting client onboarding, account opening, or relationship management within private banking, wealth management, or financial services
• Knowledge of KYC, AML, CIP, beneficial ownership, and related onboarding requirements
• Familiarity with deposit products, lending processes, and client documentation requirements
• Experience handling complex account structures, including trusts and entities
• Strong organizational, communication, and cross-functional coordination skills
• High attention to detail, sound judgment, and strong risk awareness