16 Jobs
Veear is Hiring a Relationship Advisor Near Los Angeles, CA
Job Details
Job Title: - Relationship Advisor
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.
Job Summary
Full Time
$91k-122k (estimate)
05/09/2024
07/07/2024
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.
Similar Jobs
Popular Articles
