Private Bank Associate – Trust

Jobtailor; Boston (MA); On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor in Boston, MA seeks a Private Bank Client Service Associate to support high net worth clients with banking, credit, and investment product inquiries; manage account openings and asset transfers; coordinate with specialists to deliver integrated service.

You will uphold risk and regulatory standards, assist with fiduciary servicing, and work with trust officers to meet client needs; strong communication and teamwork required.

Qualifications

• Minimum of 1 year of experience with a financial institution focusing on client service and sales.
• High net worth client service and sales experience desired
• BS/BA degree in Business, Finance or Economics desired
• High School Diploma / GED / Secondary School or equivalent
• Ability to support client requests related to banking, credit, and investment products
• Knowledge of Private Bank and Enterprise risk framework and regulatory and legal requirements
• Trust/fiduciary-related account servicing and maintenance knowledge

Responsibilities

• Support all client needs, discussions, and activities.
• Monitor and execute tasks required to fulfill client service plans and day-to-day client inquiries.
• Initiate and monitor account openings and asset transfers.
• Handle client inquiries and coordinate with specialists and service centers.
• Support and facilitate personal and non-personal client requests related to banking, credit, and investment products.

Skills

Client service

Sales experience

Attention to detail

Collaboration

Written communication

Active listening

Adaptability

Problem solving

Decision making

Pipeline management

Education

BS/BA in Business, Finance or Economics

High School Diploma / GED / Secondary School or Equivalent

Tools

PACE/Trust Web Accounting

Trust/Fiduciary account servicing systems

Job description

Support all client needs, discussions, and activities
Monitor and execute tasks required to fulfill client service plans and day-to-day client inquiries
Initiate and monitor account openings and asset transfers
Handle client inquiries and coordinate with specialists and service centers
Support and facilitate personal and non-personal client requests related to banking, credit, and investment products
Coordinate with trust, family office, investments, and custody officers to deliver an integrated service experience
Identify and resolve client issues effectively and promptly
Adhere to the Private Bank and Enterprise risk framework and comply with regulatory and legal requirements
Assist with Private Bank client management processes and service accounts and portfolios
Work with Trust Officers managing fiduciary/trust relationships to meet client needs
Perform trust/fiduciary-related servicing and account maintenance, including PACE/Trust Web accounting transactions and deposits/transfers

Requirements

• Minimum of 1 year of experience with a financial institution focusing on client service and sales
• High net worth client service and sales experience desired
• BS/BA degree in Business, Finance or Economics desired
• High School Diploma / GED / Secondary School or equivalent
• Ability to support client requests related to banking, credit, and investment products
• Knowledge of Private Bank and Enterprise risk framework and regulatory and legal requirements
• Trust/fiduciary-related account servicing and maintenance knowledge
• Account Management
• Attention to Detail
• Collaboration
• Recording/Organizing Information
• Written Communications
• Active Listening
• Adaptability
• Customer and Client Focus
• Issue Management
• Prioritization
• Critical Thinking
• Customer Experience Improvement
• Decision Making
• Pipeline Management

Core Competencies

Demonstrates expertise in client service and account management within a financial institution, with a strong focus on high net worth clients and adherence to regulatory requirements. Proficient in trust and fiduciary-related servicing, ensuring effective issue resolution and client satisfaction.

Highest-signal resume keywords

• Client Service Experience
• Trust/Fiduciary Account Servicing
• Regulatory Compliance Knowledge
• Account Management
• High Net Worth Client Focus

ATS Optimization Keywords

Hard Skills

• Trust/Fiduciary Account Maintenance
• Banking Product Knowledge
• Investment Product Knowledge
• Client Inquiry Resolution
• Account Opening and Asset Transfer
• Private Bank Risk Framework
• Financial Institution Experience
• Sales Experience
• Service Account Management
• PACE/Trust Web Accounting Transactions

Soft Skills

• Attention to Detail
• Collaboration
• Written Communication
• Active Listening
• Adaptability
• Customer Focus
• Issue Management
• Prioritization
• Critical Thinking
• Decision Making

Certifications & Qualifications

• BS/BA Degree in Business, Finance or Economics
• High School Diploma / GED / Secondary School or Equivalent

Industry Keywords

• Private Banking
• Client Management Processes
• High Net Worth Clients
• Regulatory Requirements
• Asset Transfers
• Client Service Plans
• Integrated Service Experience
• Fiduciary Relationships
• Customer Experience Improvement
• Pipeline Management