Client Services Specialist
Company: CalPrivate Bank
Location: Beverly Hills
Posted on: April 2, 2026
|
|
|
Job Description:
The Role: Client Service Specialist The Location: Beverly Hills,
California Reports To: Client Service Manager Make a Difference
Where It Matters Most At CalPrivate Bank, we believe banking is
personal. We have deep roots in the communities we serve, and our
client relationships are built on genuine care, thoughtful
problem-solving, and unwavering integrity. Our solutions-based
service, paired with best-in-class talent, sets us apart in the
market, but it’s trust that defines who we are. It's our gold
standard, the currency we trade in, and the foundation of every
decision we make. We’re looking for leaders who want more than a
title. We’re looking for team players who want to make an impact.
If you're driven to lead with purpose, ready to shape the future
and have meaningful impact at a relationship-centered bank,
CalPrivate Bank may be the place for you. Your Opportunity: Client
Services Specialist The Client Service Specialist delivers highly
skilled, advanced-level support to clients and internal partners,
managing complex transactions, specialized account maintenance, and
escalated service needs with precision and professionalism. This
role serves as a technical and procedural expert within the
department, guiding team members on best practices, assisting with
workflow prioritization, and ensuring adherence to service-level
expectations. The CSS acts as an essential liaison between clients,
Relationship Managers, Operations, and other internal partners to
ensure a seamless, consistent, and personalized client experience.
Through a combination of deep operational knowledge,
problem-solving capability, and strong client acumen, the CSS
enhances the department’s overall performance by improving
turnaround times, reducing errors, and raising the standard of
service delivery. Their contributions play a critical role in
supporting the retention and expansion of client relationships,
reinforcing the Bank’s commitment to white-glove service and
directly influencing the long-term strength and reputation of the
organization. What You’ll Do Branch expert in opening new account
utilizing Bank’s new account platform. Accurately produce signature
cards and other documents, disclosures timely and efficiently.
Maintain a high level of service to Bank Customers. Assist
customers with problem resolution in order to maintain a high level
of customer satisfaction. Act as the initial escalation point for
problem resolution. Proficient in all teller, safe deposit, ATM
balancing and all related systems platforms. Input wires as
required. New account callback of accounts opened by other CSS’
Thorough understanding of legal documentation requirements for both
consumer and business accounts. Act as dual custodian for vault,
cash, keys, etc. Perform clerical tasks such as filling, copying,
scanning. Answer general phone line, resolve customer inquiries
and/or forward calls as appropriate. Strong interpersonal and
communications skills with all levels of bank staff, customers and
outside contacts. Responsible for identifying cross-sell
opportunities and acting on them as appropriate. Perform other
duties as assigned or needed. Ensure departmental procedures,
templates, procedures, and processes are well documented, refreshed
as needed, and changes communicated to all applicable parties with
training delivered as needed. AML/CFT/Compliance Responsibilities
This position includes direct interaction with customers and
prospects and therefore includes responsibilities relating to
BSA/AML. The employee is responsible for understanding and
following the Bank’s BSA/AML policies including elevating
suspicious activity to the BSA Officer. Additionally, the employee
is required to understand and follow the Bank’s compliance program.
Who You Are Experience & Expertise Minimum 5 years banking
experience, commercial banking preferred Minimum 2 years new
account experience. Minimum 1 year of sales experience. Knowledge
of Bank policies and procedures and regulatory compliance. Strong
analytical, organizational, and communication skills, with the
ability to influence and align across markets and departments.
Proven success in reinforcing a disciplined, performance-driven
credit culture. Cash handling experience required. Mindset & Values
You lead with accountability, integrity, and consistency. You
thrive in a collaborative environment where transparency and
follow-through matter. You model professionalism, calm under
pressure, and a solutions-oriented mindset. You embrace data-driven
decision-making while maintaining a client-first perspective. You
embody CalPrivate’s culture—heart for client, excellence in
service, and deep commitment to the Bank and its people. Physical
Demands May require minimal travel between regional offices to
support team members, clients, and cross-functional initiatives.
Ability to sit or stand for extended periods of time. Ability to
physically use a keyboard/mouse Ability to walk to and from
workstations Ability to frequently lift and/or move up to 10lbs and
occasionally lift and/or move up to 50 pounds. Specific vision
abilities required by this job include close vision and ability to
adjust focus Why CalPrivate Bank? This isn’t just another bank job.
At CalPrivate Bank, you will be part of something bigger. Our
day-to-day operations and projects don’t just impact a balance
sheet, they influence real people, real businesses, and the
communities we proudly serve. We are guided by our commitment to
relationships, solutions, and trust. And we’re building a team of
people who reflect those values in everything they do. If you’re
looking for a place where your work will matter, your ideas will be
valued, and your growth will be supported, welcome to CalPrivate
Bank! Ready to lead with purpose?
Keywords: CalPrivate Bank, Mission Viejo , Client Services Specialist, Accounting, Auditing , Beverly Hills, California
