Client Service Officer
Peapack-Gladstone Financial•Bedminster, NJ
381d
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About The Position
The Client Service Officer I provides Wealth Advisors, Portfolio Managers, and other Wealth staff along with their clients, outstanding and responsive support for all issues. Conducts client onboarding and manages the day-to-day, ongoing service of client relationships. The position is responsible for maintaining the highest quality service to clients, prospects, as well as internal partners, ensuring the accuracy of client account administrative activities and developing collaborative relationships with clients.
