Wealth Client Associate II

Eastern Bank • Saugus, MA

1d • $27 - $43

About The Position

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.

Requirements

• 2-5 years of experience in financial services, client service, trust and estates, and administrative support.
• Strong interpersonal and communication skills.
• High attention to detail and organizational ability.
• Proficiency in Microsoft Office (Excel, Outlook, Word); experience with CRM systems a plus.
• Ability to manage multiple priorities in a fast-paced environment.
• Professionalism, discretion, and a client-first mindset.
• Able to identify trust types with a general understanding of differences and implications.

Nice To Haves

• Preferred Bachelor’s degree in Finance, Business, Economics, or related field

Responsibilities

• 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).
• Support Account Officers in delivering a seamless and personalized client experience.
• Process general transactions and account maintenance.
• Coordinate with Operations and Account Officers to process specified transactions, account maintenance, transfers and closing.
• Track and follow up on client requests to ensure timely resolution.
• Prepare client reports meeting materials.
• Schedule, organize, and participate in client meetings and internal team calls.
• Maintains Trust records, distributions, and client correspondence.
• Ensure all client interactions and documentation comply with regulatory and internal standards.
• Assist with KYC/AML reviews, periodic account updates and audit requests.
• Escalate any compliance or risk concerns to the appropriate teams.
• Supports the administration of trusts and estates, ensuring compliance with fiduciary standards and governing documents.
• Support Portfolio Managers by gathering data and preparing materials for client reviews.
• Communicate account activity and client cash receipts and requirements in support of trading.
• Work closely with cross-functional teams to ensure consistent and high-quality service delivery.
• Provide out-of-office coverage for team members.
• Participate in team meetings, training sessions, and process improvement initiatives.
• Works with Trust Committee and Officers to work within the Trust parameters.

Benefits

• Eastern offers a robust benefits and retirement package.
• Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level