Specialist, Client Service II

Job description

We’re seeking a future team member for the role of Client Service Associate to join our Wealth Management, Private Bank team. This role is located in Boston, MA. 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.