• Wealth Client Associate I

    Eastern Bank (Manchester, NH)


    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. In addition, responsibilities include front-desk support such as greeting clients, managing incoming and outgoing mail, coordinating meal and event reservations, ordering food, and preparing and binding client presentations.

    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.

    + 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.

    Operational and Administrative Support

    + Serves as the first point of contact at the front desk—welcoming clients, handling/managing mail receipt (scanning and distribution of mail), coordinating reservations and catering, and providing logistical support including presentation binding and other office related duties as needed.

    + 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 and organize client meetings and internal team calls.

    Compliance and Risk Management

    + 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.

    Portfolio Management Coordination

    + 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.

    Team Collaboration

    + 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 **QUALIFICATIONS:**

    + 0–2 years of experience in financial services, client service, or administrative support.

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

    + 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.