💼 About This Role

You'll perform client onboarding and account maintenance for private banking and trust clients at New York Private Bank & Trust. Your work ensures compliance and smooth operations for wealthy individuals and families. You'll collaborate with internal teams to resolve client queries and enhance processes.

🎯 What You'll Do

• Prepare paperwork for new account openings including Chairman, Checking, Investment Management, and FIS Trust accounts.
• Process wire transfers, check requests, deposits, and asset movements for client accounts.
• Facilitate capital call notifications and payment coordination for alternative investments.
• Review control reports to ensure adherence to corporate and regulatory standards.

📋 Requirements

• Must be able to work independently with appropriate urgency.
• Excellent attention to detail and follow-up habits are required.
• Ability to multitask and know when to escalate issues.
• Effective communication skills for client and team interactions.

🎁 Benefits & Perks

• 💰 Salary range $100k-$125k
• 🏦 Full-time, exempt role with benefits
• 🏙️ Midtown NYC office location

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Team Interview· 60 min