Talent.com
United Community Bank
Senior Private Wealth Client Experience LeadUnited Community Bank • Orlando, FL, United States
No longer accepting applications
Senior Private Wealth Client Experience Lead

Senior Private Wealth Client Experience Lead

United Community Bank • Orlando, FL, United States
30+ days ago
Job type
  • Full-time
Job description

United Community Bank is seeking a Private Wealth Senior Service Specialist to strengthen client relationships and ensure seamless service across the Private Wealth platform. You’ll partner with Private Bankers, lead onboarding, and oversee complex servicing tasks with a focus on accuracy and compliance. You will coordinate cross‑team workflows, manage high‑net‑worth client needs, and mentor PW Service Specialists while maintaining strict regulatory standards and a high-touch client experience. #J-18808-Ljbffr

Create a job alert for this search

Senior Private Wealth Client Experience Lead • Orlando, FL, United States

Similar jobs

J.P.Morgan Wealth Management - Private Client Advisor - Altamonte Springs, FL

ChaseAltamonte Springs, FL, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Client Relationship Consultant

AscensusLake Mary, FL, United States
Full-time

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states.FuturePlan delivers the best of both worlds:high-touch personalized... Show more

 • Promoted

Consulting Manager, Asset Investment Planning

Black & VeatchOrlando, FL, United States
Full-time +1

Consulting Manager, Asset Investment Planning.Locations: Overland Park, KS, US; Charlotte, NC, US; Dallas, TX, US; Jacksonville, FL, US; Austin, TX, US; Tualatin, OR, US; Orlando, FL, US; Phoenix, ... Show more

 • Promoted

U.S. Private Bank - Private Banker - Executive Director

JPMorgan ChaseOrlando, FL, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ... Show more

 • Promoted

Employee Benefits Client Relationship Manager

HUB InternationalWinter Park, FL, United States
Full-time

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee bene... Show more

 • Promoted

Senior Private Banker

Avior Executive SearchOrlando, FL, United States
Full-time

Our client is a growing, regional, full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance.Due to its active growth in key markets such as Long Isla... Show more

 • Promoted

Private Client Relationship Manager

First Horizon BankOrlando, FL, United States
Full-time

DescriptionLocation: On site as described in posting.SummaryAs a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients.You are res... Show more

 • Promoted

Client Development Specialist

Akerman LLPOrlando, FL, United States
Full-time

Founded in 1920, Akerman is recognized as one of the nation's premier law firms, with more than 700 lawyers across the United States.Akerman is seeking a Client Development Specialist in the Litiga... Show more

 • Promoted

Associate, Client Advisory

PathstoneWinter Park, FL, United States
Full-time

Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm.As part of this program, Associates will develop the skills and experience to work with some of t... Show more

 • Promoted

U.S. Private Bank - Private Banker - Executive Director

ChaseOrlando, FL, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ... Show more

 • Promoted

Private Banking Officer Senior

City National BankOrlando, FL, United States
Full-time

Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you'll serve as a trusted advisor to a port... Show more

 • Promoted

Senior Associate-Private Equity

Apex SystemsLake Mary, FL, United States
Full-time

Senior Specialist / Senior Associate.The Senior Specialist is a hands-on fund accounting professional responsible for day-to-day accounting, NAV production, reporting, and operational support of co... Show more

 • Promoted

Senior Associate, Client Advisory

PathstoneWinter Park, FL, United States
Full-time

Senior Associate, Client Advisory.Requisition Number: SENIO001320.Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth... Show more

 • Promoted

SAP FI/CO Lead

Jconnect Infotech IncOrlando, FL, United States
Full-time

Must have technical/functional skills: 12+ years of hands-on SAP FI/CO experience across SAP ECC and S/4HANA Finance environments.Strong expertise in SAP Finance areas including General Ledger, Acc... Show more