Client Service Officer II

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking.

What makes Peapack Private different from our competition? As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first. We are proud to be recognized by American Banker for the eighth consecutive year as one of the nation’s “Best Banks to Work For.” Our secret sauce, in a word, is our culture.

We value a diverse, equitable, inclusive, and safe workplace. Our one-team culture goes to great lengths to show all employees that they are valued members of the organization. We treat one another like family and communicate across the Bank in a transparent and frequent manner, respect and consider feedback from all levels, and operate with a philosophy grounded in hospitality and genuine human kindness.

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Simply put, our culture is amazing.

Peapack private wealth management includes investment management services provided for individual and institutions, personal trust services, (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services. Officers from Peapack private wealth management division are available to provide wealth management and trust and investment services at the bank’s headquarters in Bedminster and at all private banking locations.

As our wealth division continues to grow, we have several open roles and are excited to connect talented professionals with opportunities to be part of a team recognized as a Top Private Banking and Wealth Management Firm. https://www.linkedin.com/feed/update/urn:li:activity:7475604976455647232 .

The Client Service Officer II (“CSO II”) provides Wealth Advisors, Trust Officers, Portfolio Managers, and other Wealth staff along with their clients, outstanding and responsive support for all issues. Performs client onboarding and manages the day-to-day, ongoing service of client relationships.  The CSO II also serves as a subject matter expert in wealth processes, systems, products, and services.

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.

• Operate with agility and adaptability, responding effectively to changing priorities and business needs
• Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow
• Utilize AI and technology tools responsibly to enhance productivity and decision-making
• Show ownership and critical thinking, using sound judgment to solve problems and deliver results
• Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction

• Bachelor’s degree in finance/business or equivalent work experience
• Minimum of 5 years of experience in Client Service in wealth management, financial services or a similar industry preferred.
• Previous experience with Fidelity Investments and/or Charles Schwab or similar brokerage custodian.
• Proficient in Microsoft® Office.
• Excellent verbal and written communication skills.
• Detail oriented with strong organizational skills.
• Must have exceptional critical thinking skills.
• Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently.
• Demonstrated integrity and ability to maintain confidentiality

Previous experience using Client Relationship Management (“CRM”) system (Salesforce or similar) a plus

Previous experience using Portfolio Management System (“PMS”) a plus (Tamarac or similar).