Private Banking Associate: High Net Worth Client Service

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

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.