LevelField Financial
Private Client Services Representative
NEWHouston, TX or Chicago, ILFull-timeGlobal
š° USD 60,000 - 120,000/yr
š On-site
ActivePosted within the last 30 days
Job Description
[AI-summarized by JobStash]
You will act as the primary point of contact for high-value commercial and individual clients, guiding them through account opening, product selection, and onboarding. You will deliver tailored banking and digital asset solutions, gather client feedback to improve the experience, develop deep industry knowledge for specialist roles, prospect for new clients, and contribute ideas to improve processes.
Requirements
- āStrong interpersonal and communication skills
- āCuriosity and willingness to learn
- āExperience or knowledge in digital assets, Bitcoin mining, or the cannabis industry for specialist roles
- āBanking experience preferred but not mandatory
Responsibilities
- āServe as the primary point of contact for key clients
- āGuide clients through account opening and product selection
- āDeliver tailored banking and digital asset solutions
- āSolicit client feedback to enhance the customer experience
- āDevelop deep industry knowledge for specialist roles
- āProspect strategically to attract and expand the client base
- āContribute ideas to improve processes and customer experiences
- āStay current on digital asset and blockchain trends
Benefits & Perks
- āDiscretionary bonuses
- āStock options
- ā401(k)
- āMedical insurance
Tech Stack
account openingdigital assetrelationship managementcustomer serviceBitcoin miningProduct knowledgeprospectingonboarding