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PEG Staffing & Recruiting | Private Client Associate

PEG Staffing & Recruiting
Richmond, VA Full Time
POSTED ON 3/23/2025
AVAILABLE BEFORE 4/16/2025

Are you a detail-oriented professional with a passion for delivering exceptional client service? We are partnering with one of the region's top-performing banks to find a talented Private Client Associate to join their dynamic team. This is a direct-hire opportunity offering a competitive starting salary, comprehensive benefits, and paid time off, all within a culture that values excellence and growth.

What You'll Do :

As a Private Client Associate , you'll be the trusted point of contact for high-value clients, ensuring their banking needs are met with accuracy and care. You'll process customer account transactions, provide tailored solutions, and maintain a meticulous attention to detail-all while delivering top-tier client experiences.

What We're Looking For :

  • Industry Experience : Prior experience in banking, financial services, or high-end client relations.
  • Customer Focus : A proven ability to provide exceptional client service with a solutions-driven mindset.
  • Skills : Outstanding oral and written communication skills, and a knack for handling complex transactions with precision.
  • Attention to Detail : A sharp eye for accuracy in account processing and customer interactions.
  • Professionalism : Strong interpersonal skills and a polished demeanor when working with affluent clientele.

Why Join This Team?

  • Top-Tier Bank : Work with one of the most respected and high-performing banks in the area.
  • Competitive Compensation : Enjoy a lucrative starting salary and a phenomenal benefits package.
  • Career Growth : Build your career within an organization committed to excellence and innovation.
  • Your Next Step :

    Take the next step in your banking or financial services career and join a team where your skills and dedication will be recognized and rewarded.

    Apply today and discover why this is more than just a job-it's your opportunity to thrive in a client-focused, professional environment.

    Desired Skills and Experience

    As a Private Client Associate, you'll be the trusted point of contact for high-value clients, ensuring their banking needs are met with accuracy and care. You'll process customer account transactions, provide tailored solutions, and maintain a meticulous attention to detail-all while delivering top-tier client experiences.

    What We're Looking For :

    Industry Experience : Prior experience in banking, financial services, or high-end client relations.

    Customer Focus : A proven ability to provide exceptional client service with a solutions-driven mindset.

    Skills : Outstanding oral and written communication skills, and a knack for handling complex transactions with precision.

    Attention to Detail : A sharp eye for accuracy in account processing and customer interactions.

    Professionalism : Strong interpersonal skills and a polished demeanor when working with affluent clientele.

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