1 Relationship advisor Job in Los Angeles, CA
Veear Projects is Hiring a Relationship advisor Near Los Angeles, CA
Job location : - Los Angeles CA, SF Bay - CA, Salt Lake - UT or Boston, MA
Workplace type : Hybrid
Employment type : - 12 Months Contract
Job Description : -
- The Private Bank Relationship Advisor assists our client-facing team members by gathering and screening account documentation for deposits, trusts, and / or loans as part of the onboarding process.
- They also provide daily service support and troubleshooting, including but not limited to responding to client requests for account maintenance, gathering / tracking of client documentation, processing requests for money movement and timely follow-up on a wide variety of internal / external client requests.
- The Private Bank Relationship Advisor is a critical member of the service and support team to ensure we fulfill the financial needs of our Private Bank clients.
Last updated : 2024-05-11
Job Summary
Full Time
IT Outsourcing & Consulting
05/13/2024
08/10/2024
veear.com
Pleasanton, CA
<25
IT Outsourcing & Consulting
Related Companies
The following is the career advancement route for Relationship advisor positions, which can be used as a reference in future career path planning. As a Relationship advisor, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship advisor. You can explore the career advancement for a Relationship advisor below and select your interested title to get hiring information.
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