Wealth Client Associate II

Job description

Hiring Range: $$26.53 - $42.64 p/hr The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Cambridge Trust - A Division of Eastern Bank is hiring a Wealth Client Associate II in our Saugus location: 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. 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. - Assist with the Administration of Trust Accounts. - Maintain accurate and up-to-date client records in the Trust Management System (TMS), Client Relationship Management (CRM), and Electronic Document Management System (EDMS). - Su...