Private Banking Relationship Associate II – Hybrid

Eastern Bank; Boston (MA); Hybrid; USD 66,000 - 105,000; Full time

Benefits offered by this job

Total Rewards

Retirement plan

Job summary

Eastern Bank's Cambridge Trust division is seeking a Private Banking Relationship Associate II in Boston. You will provide advanced portfolio administration, support BDOs, and assist with complex client relationships while expanding relationship growth.

Responsibilities include portfolio oversight, onboarding coordination with Operations, Compliance, Treasury, Wealth, and Lending; assisting in presentations, pipeline management, and servicing high-net-worth clients.

Qualifications

• Bachelor’s degree preferred in business administration or related field.
• Minimum 5–7 years of banking/private banking/wealth management experience.
• Strong communication and servicing skills.
• Experience with bank systems and CRM platforms (Salesforce).
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Act as primary portfolio management partner for assigned BDOs and oversee complex client relationships.
• Support business development, manage pipeline, and prepare client materials.
• Attend client and prospect meetings and assist in relationship reviews and presentations.
• Lead onboarding with Operations, Compliance, Treasury, Wealth Management and Lending partners.
• Support escrow administration and cross-functional coordination across teams.

Skills

Relationship management

Client servicing

CRM platforms (Salesforce)

Analytical skills

Microsoft Office (Excel)

Education

Bachelor's degree preferred in business or related field

Tools

Salesforce

Microsoft Office

Job description

Eastern Bank's Cambridge Trust division is seeking a Private Banking Relationship Associate II in Boston. You will provide advanced portfolio administration, support BDOs, and assist with complex client relationships while expanding relationship growth.

Responsibilities include portfolio oversight, onboarding coordination with Operations, Compliance, Treasury, Wealth, and Lending; assisting in presentations, pipeline management, and servicing high-net-worth clients.