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Join our Wealth Management team as a Client Service Specialist in Boston.
Deliver exceptional client service and support wealth management operations.
Specialist, Client Service II
We’re seeking a future team member for the role of Client Service Associate to join our Wealth Management, Private Bank team.
In this role, you’ll make an impact in the following ways:
- Deliver exceptional service to internal and external clients through phone, email, and direct communication, while maintaining a professional and responsive tone.
- Own client service, maintenance, cash movement, and operational requests from end to end, ensuring same-day response and resolution whenever possible.
- Support private bankers and clients throughout account opening, loan processing, deposit activity, KYC, and related servicing needs.
- Help maintain strong client relationships by proactively anticipating needs, escalating urgent issues appropriately, and coordinating with internal partners to complete work accurately and on time.
- Support risk management and control requirements by following Wealth Management policies, audit procedures, AML/KYC standards, and training requirements.
- Contribute to a strong team environment by sharing information, providing backup support, and assisting with cross-regional needs when required.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and relevant experience.
- Experience providing client service or operational support in a financial services or wealth management environment.
- Strong written and verbal communication skills with the ability to interact professionally with clients, advisors, and internal colleagues.
- Ability to manage multiple priorities, resolve requests quickly, and follow through with accuracy and attention to detail.
- Knowledge of banking, deposits, lending, KYC/AML, and client servicing processes preferred.