Jacksonville, Florida

Wealth Management Customer Service Representative - Associate

Job ID: 3194851

Full/Part-Time: Full-time

Regular/Temporary: Regular

Listed: 2019-06-27

Location: Jacksonville, United States of America

Wealth Management

With client assets of around EUR 300 billion (as at September 30, 2017), Deutsche Bank's Wealth Management business is one of the largest asset managers worldwide. We offer affluent clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management.

As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations. We create lasting value for clients. We develop bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate & Investment Bank and Deutsche Asset Management.

We combine financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships.
Position Overview

Job Title: Wealth Management Customer Service Representative

Corporate Title: Associate

Location: Jacksonville, FL


Provide Wealth Management clients with a central point of contact for their Banking Management relationship. Customer service representatives serve as point of contact for clients' banking issues. You will ensure clients are provided with proactive and premier service.

What We Offer You:
  • We offer competitive health and wellness benefits, empowering you to value life in and out of the office
  • On-site gym, cafeteria, health center, and communal meeting areas
  • Active engagement with the local community through Deutsche Bank's specialized employee groups
  • An open seating environment that encourages networking and collaboration across functions and businesses

    Hear from our people and look inside our office: DB@The Muse Your Role

    Your Role

    What You'll Do:
    • Field and respond to customer inquiries, including problem solving and fact finding for both the client and the front office
    • Develop strong working relationship with the clients and understand their banking needs
    • Develop and maintain working relationships with clients, front office, implementation, operations, and product teams
    • Provide the necessary support to front office in understanding and handling the various facets of a customer relationship
    • Comply with bank policies regarding overdrafts, account openings, account and product documentation, and funds control
    • Communicate with clients on topics of interest and concern

      Skills You'll Need:
      • Experience in Cash Management Customer Service or similar environment (e.g. treasury) in a large financial institution
      • Excellent understanding of Cash Management products and payment mechanisms
      • IT literate in Microsoft software applications
      • Bilingual (Spanish) is a plus

        Skills That Will Help You Excel:
        • Creative thinker - able to suggest innovative solutions to meet clients' needs, and which will work given legal, tax and compliance restrictions
        • Highly motivated to succeed - enthusiastic about the role, with the ability to take the initiative and be proactive
        • Resilience and commitment - able to work under tight deadlines and pressure
        • Be flexible with working hours
        • Problem Solver - understands the problem, ask the right questions, independent decision making
        • Compliant solutions provided and introduced to the right sales team for client product needs
        • Excellent communicator - able to build rapport with people at all levels of seniority
        • Strong presentation skills - confident style, ability to explain product information clearly and effectively

          About Deutsche Bank

          We are Germany's leading bank with strong positions in Europe and significant presence in the Americas and Asia Pacific. We're driving growth through our strong client franchise, investing heavily in digital technologies, prioritizing long-term success over short-term gains, and serving society with ambition and integrity. We serve our clients' real economic needs in commercial and investment banking, retail banking and transaction banking, and provide ground-breaking products and services in asset and wealth management. That means a career packed with opportunities to grow and the chance to shape the future of our clients.

          For candidates applying for positions in the US:

          Deutsche Bank is an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the "EEO is the Law " poster and pay transparency statement.

Jacksonville, Florida

Our vision

We aspire to be the leading client-centric global universal bank

We serve shareholders best by putting our clients first and by building a global network of balanced businesses underpinned by strong capital and liquidity.

We value our German roots and remain dedicated to our global presence.

We commit to a culture that aligns risks and rewards, attracts and develops talented individuals, fosters teamwork and partnership and is sensitive to the society in which we operate.

Our values and beliefs


  • We live by the highest standards of integrity in everything we say and do
  • We will do what is right – not just what is allowed
  • We communicate openly; we invite, provide and respect challenging views

Sustainable Performance

  • We drive value for shareholders by putting long-term success over short-term gain
  • We encourage entrepreneurial spirit which responsibly balances risk and returns
  • We pursue lasting performance by developing, nurturing and investing in the best talent and by managing based on merit

Client Centricity

  • We earn our clients’ trust by placing them at the core of our organization
  • We deliver true value by understanding and serving our clients’ needs best
  • We strive to pursue mutually beneficial client relationships in which the value created is shared fairly


  • We foster innovation by valuing intellectual curiosity in our people
  • We enable our clients’ success by constantly seeking suitable solutions to their problems
  • We continuously improve our processes and platforms by embracing new and better ways of doing things


  • We protect the firm’s resources by always thinking and acting like owners
  • We live by the rules and hold ourselves accountable to deliver on our promises – no excuses
  • We achieve operational excellence by striving to ‘get it right the first time’


  • We build diverse teams to generate better ideas and reach more balanced decisions
  • We put the common goals of the firm before ‘silo’ loyalty by trusting, respecting and working with each other
  • We act as responsible partners with all our stakeholders and regulators, and in serving the wider interests of society

Our brand

Deutsche is clear: we are here to perform – in business and beyond. We do this with a unique mix of passion and precision. This measured approach gives us the confidence to enable agile minds to look beyond the obvious, gaining advantage for everyone we work with.

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