2 jobs found in Boston, MA

PURPOSE/OBJECTIVE:  The Wealth Management Operations Specialist supports daily operational functions across the Wealth Management platform, ensuring timely, accurate, and compliant processing of client account and transactional activities. The role supports onboarding, asset movement, cash management, billing, reconciliations, securities processing, vendor platforms, and operational risk controls while partnering with Client Service, Compliance, Finance, custodians, and external vendors. Consistent performance with accurate execution, a keen  sense of urgency and deadlines, and end to end vision of data, client, and Bank impact is expected. MAJOR RESPONSIBILITIES:   Administrative: Account Opening & Maintenance: End-to-end processing of new and existing accounts, documentation validation, OFAC screening, custodian setup, fee configuration, and data integrity management. Asset Movement & Transfers: Processing of internal, external, and complex transfers, stock...

Hiring Range: $77,878 - $127,942 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.    This role will focus primarily on new client acquisition in the marketplace.  This includes assisting them with the right bank products and services, but also in consulting with them on a regular basis on a variety of financial topics.  This individual must be community driven that is looking to make an impact in the small business community.  The BDO must have and/or establish strong relationships with advisors, community organizations, centers of influence and other connections that can aide in the assistance needed to help small businesses thrive and prosper. Major Responsibilities: Manage relationships externally...