Private Client Group Support Associate

Bankwell Financial•New Canaan, CT

60d•Onsite

About The Position

Bankwell is a commercial bank with over $3 billion in assets, specializing in delivering personalized, technology-driven banking solutions to businesses and individuals. We are committed to providing exceptional service through dedicated Private Client Teams, which are practice-orientated groups of experienced financial professionals focused on ensuring our clients are well-banked. Our organizational culture emphasizes personal development and continuous innovation across all business lines. These core values empower our team members to offer comprehensive financial products and deliver tailored solutions to specialized industry sectors with speed and precision. The Private Client Group Support Associate supports the Private Client Teams in managing and growing existing customer relationships by offering world class support to our growing PCG client base with urgency, empathy, and a deep understanding of our products and services. The individual is responsible for actively supporting the day-to-day client relationships and communicating the details of such support to the organization via the bank's client relationship management platform CRM). This role offers exposure to relationship management and serves as a potential stepping stone toward advisory, product, or service leadership roles within the bank.

Requirements

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

Nice To Haves

Bachelor's degree preferred

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.