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Client Service Officer II - Morristown

Company: Peapack-Gladstone Bank
Location: morristown
Posted on: May 3, 2021

Job Description:

Description Works with advisors, operations, and client service teams to perform and assure accurate and timely processing of new account opening, subscription documents, account maintenance, wire transfers, IRA disbursements, capital calls, and trading. Able to design and recommend improvements to current processes and workflows. Assures accurate capturing and data management in firms CRM system. Has ability to create ad hoc reporting via CRM and other systems. Acts as a liaison with other

Keywords: Peapack-Gladstone Bank, Newark , Client Service Officer II - Morristown, Other , morristown, New Jersey

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