Senior Client Associate

Senior Client Associate

Fieldpoint Private | Greenwich, CT | In-Office | Full-Time

Salary: $80,000 – $100,000

At Fieldpoint Private, we are continuing to build something intentionally different.

We serve middle market companies, professional service firms, and the owners and senior leaders behind those businesses through a true concierge, white-glove banking model — combining deposits, commercial lending, treasury management, and private banking in a highly personalized way.

Founded during the Great Financial Crisis by 31 prominent industry leaders, Fieldpoint Private was built as a differentiated alternative to large institutions — where every client relationship is treated with the care and attention it deserves.

We are looking for a Senior Client Associate to join our Greenwich team — someone who thrives in a high-end service environment, takes genuine pride in delivering an exceptional client experience, and wants to be part of a team where the standard is excellence.

About the Role

The Senior Client Associate is the operational and client experience anchor for our private commercial banking team. This is a highly visible, client-facing position with direct interaction with sophisticated clients, senior banking professionals, and Bank leadership.

What You'll Do

• Lead and manage day-to-day team operations, including coaching and developing Client Associates

• Serve as a primary point of contact for client service needs, inquiries, and transaction requests

• Oversee client onboarding and ensure a consistently exceptional, white-glove experience

• Manage Team operations including transaction processing, treasury management support, and compliance adherence

• Monitor and resolve exception items and escalate potential fraud activity

• Partner with Compliance, BSA, and Deposit Operations to maintain internal controls

• Support executive administrative needs and general office management within the Team

What We're Looking For

• 5+ years of experience in a community or regional bank

• Strong background in Team operations, client service, and transaction processing

• Prior experience in a private banking or high-touch client service environment (strongly preferred)

• A genuine comfort with — and passion for — a high-end, concierge service model

• Strong interpersonal skills and a high degree of professionalism

• Exceptional organizational skills, attention to detail, and the ability to manage multiple priorities

• Proficiency in Microsoft Office, DocuSign, and CRM systems (Salesforce preferred)

• Experience with Jack Henry systems a plus

• Associate degree required; bachelor's degree preferred

Why Fieldpoint Private

This isn't a role for everyone — and that's intentional. If you're energized by working closely with discerning clients, take ownership seriously, and want to be part of a truly differentiated banking team, we'd love to hear from you.

Fieldpoint Private is an Equal Opportunity Employer.