Private Banking Associate Job at Russell Tobin, Purchase, NY

MWxDTXBlMnVvK3F2QitwL1pFMXFSZElCb3c9PQ==
  • Russell Tobin
  • Purchase, NY

Job Description

🔹 We're Hiring: Private Banking Operations Associate

📍 On-Site | Full-Time in Purchase, NY

🎓 Bachelor's Degree Required

💼 2+ Years in Banking/Finance Required

🏢 Financial Services Company

6-Month Contract (Possible Extension or Permanent Hire)

Join our fast-paced, high-performing team supporting Private Bankers, Financial Advisors, and Service Professionals. We're looking for a sharp, detail-oriented operations professional with a strong foundation in financial services and a passion for delivering exceptional client experiences.

🔑 What You’ll Need (Required):

✔️ Bachelor’s degree

✔️ 1-2+ years of experience in banking or financial services

✔️ Strong communication & client service skills

✔️ Proficiency in Excel & PowerPoint

✨ Nice to Have:

✔️ Customer support or financial operations experience

✔️ Familiarity with Tableau, Access, or SharePoint

💼 What You’ll Do:

  • Deliver best-in-class operational support for private banking transactions
  • Collaborate with Sales and escalate complex transactions appropriately
  • Prepare official documents like Bank Reference Letters & Letters of Intent
  • Review and approve Power of Attorney on SBL accounts
  • Create & deliver SBL training content for internal partners
  • Use data to analyze trends, create reports, and support strategic decisions
  • Assist with projects, presentations, and other tasks as directed by management

Why You Should Apply:

If you thrive in a collaborative environment and want to grow your career in private banking and operations, we want to hear from you.

📩 Apply now

Job Tags

Permanent employment, Full time, Contract work,

Similar Jobs

Pacific Rim Mechanical

Preconstruction Sales Engineer Job at Pacific Rim Mechanical

 ...Primary Function Manage/lead the preconstruction/sales effort, for assigned projects in the Santa Ana Construction group. Develop sales and new business through customer relationships, industry contacts and ongoing business development activities. Typical Duties... 

NeoXam

Full Stack Developer Job at NeoXam

 ...Developer will use NeoXam Impress technical configuration expertise to provide software implementation guidance and support to our clients, and work closely with the global R&D engineering team to further develop the product. The ideal candidate for this position... 

Ellaway Blues Consulting

Commercial Construction Project Manager Job at Ellaway Blues Consulting

 ...Commercial Construction Project Manager Full-Time | Mid-Senior Level Were looking for a skilled and driven Project Manager with a strong background in commercial construction to lead projects from pre-construction through closeout. If you have at least 5 years... 

SNI Companies

Logistics Coordinator Job at SNI Companies

: POSITION SUMMARY: This position coordinates and checks incoming and outgoing distribution/transportation of cargo. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Required Skills ~2+ years of...

China Global Connections

Biology Teacher Job at China Global Connections

We are looking for a Biology Teacher for an InternationalHigh School based in Shanghai. This is a full-time position starting in August 2025.About the schoolThe International High School situated in Songjiang,Shanghai focuses on giving its pupils a broad international...