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Relationship Advisor
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- There are 2 roles open.
- The roles are mostly remote in the following locations, the workers will need to go into the office once a month.
- Locations: Los Angeles – CA , SF Bay - CA, Salt Lake - UT or Boston, MA.
- 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.
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