Client Relationship Associate Client Relationship Associate …

Boston Private Bank Trust Company
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
Boston Private Bank Trust Company
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
Client Relationship Associate
> Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Returning Candidate? Client Relationship Associate I Job Locations US-MA-Boston Posted Date 1 month ago(8/20/2020 8:34 PM) Job ID 2020-2499 # of Openings 1 Category Deposit Management Overview

Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. 

Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.

Responsibilities

The Client Relationship Officer I provides excellent client service via phone and email contact with high net worth clients. Account opening and processing of financial transactions required.   Position requires ability to work under pressure with a high degree of accuracy. 

  • Interact with clients via telephone and email to research and resolve account inquiries and provide appropriate follow through. Required to be flexible and have good organizational and planning skills
  • Interact with internal departments and areas, build support and resolve complex issues and problems
  • Prepare account documentation for accuracy and completeness.
  • Prepare and edit sales proposals and client letters.
  • Position includes managing calendar updates, scheduling and confirming meetings and maintaining client and general files.
  • Provide support via Microsoft office including word, excel, access database, mass mailings.
  • Work on various projects as needed.    
Qualifications
  • Competency in all Microsoft Office software
  • Excellent organizational and multi-tasking abilities
  • Excellent interpersonal and communication skills
  • BS/BA degree preferred not required

Boston Private is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

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