Specialist, Client Service II

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.

- 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.

- 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.