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Bankwell · 2 months ago

Private Client Group Support Associate

New Canaan,CT,US

Full-time

Onsite

Mid Level

3+ years exp

Bankwell is a commercial bank specializing in personalized, technology-driven banking solutions. The Private Client Group Support Associate supports the Private Client Teams in managing and growing existing customer relationships, ensuring world-class support to the PCG client base while maintaining client satisfaction and operational efficiency.

BankingFinancial Services

Responsibilities

Manage digital onboarding workflows for new PCG clients, ensuring accuracy and speed

Assist with documentation, account setup, and service implementation

Maintain CRM records e.g., HubSpot) to reflect client interactions and service impact

Support the delivery and servicing of cash management products such as sweep accounts, zero balance accounts, and EFT systems

Conduct annual reviews of treasury services and recommend funding limits to ensure compliance

Serve as a primary point of contact for client inquiries across digital banking, card services, and transactions

Communicate clearly and empathetically to resolve issues and maintain satisfaction

Follow up with clients and internal teams to collect necessary documentation for new accounts or services

Partner with internal teams (risk, compliance, operations) to deliver integrated client solutions

Escalate fraud, security, or compliance concerns per policy

Track and maintain service level agreements and performance metrics

Recommend process improvements to enhance efficiency and client experience

Stay current on Bankwell's products, services, and regulatory requirements

Adhere to internal policies and procedures in all client interactions

Qualification

Commercial banking experienceClient service experienceMicrosoft Office SuiteHubSpot familiarityInterpersonal skillsOrganizational skillsWritten communicationVerbal communicationAttention to detailWork under pressure

Required

3-5 years of commercial banking or client service experience

Strong interpersonal skills and a collaborative mindset

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); familiarity with HubSpot is a plus

Exceptional attention to detail and organizational skills

Ability to thrive under pressure and meet tight deadlines

Excellent written and verbal communication

Adheres to all applicable Policies and Procedures

Preferred

Bachelor's degree preferred

Company

Bankwell

Bankwell is a commercial bank with over $3 billion in assets, offering personalized and technologically-advanced banking solutions to privately owned businesses, their owners and executives, as well as high-net-worth individuals, and the communities we serve.

Founded in 2007

New Canaan, Connecticut, USA

51-200 employees