Relationship Advisor

Relationship Advisor
Contract Duration 6+ months
Pay rate up to $27/hr

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.

Medical, Vision, and Dental Insurance Plans
401k Retirement Fund

About The Company:
Our client helps innovators, enterprises, and investors move bold ideas forward fast by providing a range of financial services to companies of all sizes in innovation centers around the world. With their dedication to the success of the innovation economy, they help promising companies and partners to innovate, thrive, and create jobs, providing a culture where their employees can learn and grow and together build a more just world.
The innovation sector is essential to the transition to a sustainable, low carbon, net-zero emissions economy. Supporting their clients that are building new sustainability solutions is the most effective way for our client to tackle climate change, which presents a systemic risk to society, the financial system, our clients, and our company. As the bank of the innovation economy, and in alignment with our mission to help our clients succeed and innovate for a better world, our client has committed to providing at least $5 billion in loans, investments, and other financings to support sustainability efforts by 2027.
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