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Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee assistance program
Professional development opportunities
Job Description
Johnson Financial Group Wealth Management is a distinguished financial services institution renowned for its commitment to delivering tailored wealth management solutions to Ultra High Net Worth (UHNW) clients. With a strong heritage rooted in personalized service and fiduciary excellence, Johnson Financial Group emphasizes a client-centric approach that fosters long-term relationships and comprehensive financial success. As a respected player in the wealth management sector, the company offers a wide range of sophisticated financial products and services, supported by a team of dedicated professionals who are experts in their fields. The organization prides itself on creating an environment where expertise meets empathy,... Show More
Job Requirements
- 5+ years of experience in luxury hospitality private banking wealth management or a client-facing high-touch environment
- exceptional interpersonal and communication skills with the ability to engage UHNW clients confidently and discreetly
- high emotional intelligence patience and impeccable attention to detail
- ability to manage multiple priorities in a fast-paced high-stakes environment
- strong organizational and problem-solving capabilities
Job Qualifications
- 5+ years of experience in luxury hospitality private banking wealth management or a client-facing high-touch environment
- exceptional interpersonal and communication skills with the ability to engage UHNW clients confidently and discreetly
- high emotional intelligence patience and impeccable attention to detail
- ability to manage multiple priorities in a fast-paced high-stakes environment
- strong organizational and problem-solving capabilities
- experience working directly with UHNW individuals family offices private wealth teams or luxury brands preferred
- knowledge of financial services processes products and compliance standards preferred
- bachelor’s degree in business hospitality communications or a related field preferred
Job Duties
- deliver a white-glove client experience serving as a primary point of contact for personal client requests and direct requests from PCS bank and advisor partners
- provide solutions with efficiency prompt responsiveness and professionalism
- partner with PCS bank and advisor partners to coordinate new PCS client onboarding activities ensuring a smooth welcoming and highly customized start to the client relationship
- maintain a deep understanding of each client’s preferences communication style and service expectations
- manage and execute complex client service requests including account maintenance documentation scheduling and logistics
- communicate client interactions with wealth advisors private bankers portfolio managers and specialists as necessary and utilizing CRM tool
- ensure accuracy compliance and timely completion of all processes and documentation
- monitor pending items and follow through relentlessly until resolution
- provide high-touch assistance such as general organization bill paying event access gifting and personal requests consistent with PCS client expectations while observing firm policies and risk guidelines
- offer curated recommendations and solutions aligned with clients’ interests lifestyles and priorities
- partner closely with PCS advisors PCS bankers specialists and leadership to enhance the overall client service model
- assist in planning client engagement events exclusive experiences and relationship building opportunities
Job Criteria
Experience
Expert Level (7+ years)
Job Location
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