Wealth Client Associate I bei Eastern Bank Corp

 The Wealth Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with internal teams including their assigned Account Officers as well as Portfolio Managers, Operations, and Compliance.  In addition, responsibilities include front-desk support such as greeting clients, managing incoming and outgoing mail, coordinating meal and event reservations, ordering food, and preparing and binding client presentations.

Client Relationship Support

• Serve as a primary point of contact for client service inquiries and requests.
• Assist with new client onboarding, including documentation, account setup, and coordination with internal teams.
• Maintain accurate and up-to-date client records in the Trust Management System (TMS), Client Relationship Management (CRM), and Electronic Document Management System (EDMS).
• Support Account Officers in delivering a seamless and personalized client experience.

Operational and Administrative Support

• Serves as the first point of contact at the front desk—welcoming clients, handling/managing mail receipt (scanning and distribution of mail), coordinating reservations and catering, and providing logistical support including presentation binding and other office related duties as needed.
• Process general transactions and account maintenance.
• Coordinate with Operations and Account Officers to process specified transactions, account maintenance, transfers and closing.
• Track and follow up on client requests to ensure timely resolution.
• Prepare client reports meeting materials.
• Schedule and organize client meetings and internal team calls.

Compliance and Risk Management

• Ensure all client interactions and documentation comply with regulatory and internal standards.
• Assist with KYC/AML reviews, periodic account updates and audit requests.
• Escalate any compliance or risk concerns to the appropriate teams.

Portfolio Management Coordination

• Support Portfolio Managers by gathering data and preparing materials for client reviews.
• Communicate account activity and client cash receipts and requirements in support of trading.

Team Collaboration

• Work closely with cross-functional teams to ensure consistent and high-quality service delivery.
• Provide out-of-office coverage for team members.

• Participate in team meetings, training sessions, and process improvement initiatives

  QUALIFICATIONS:

• 0–2 years of experience in financial services, client service, or administrative support.
• Preferred Bachelor’s degree in Finance, Business, Economics, or related field 
• Strong interpersonal and communication skills.
• High attention to detail and organizational ability.
• Proficiency in Microsoft Office (Excel, Outlook, Word); experience with CRM systems a plus.
• Ability to manage multiple priorities in a fast-paced environment.
• Professionalism, discretion, and a client-first mindset.