Analyst – Institutional Client Services
TD
Client Service Associate
Eastern Bank
full-time
Posted on:
Location: Massachusetts • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Serve as a primary point of contact for client service inquiries and requests.\n
- Assist with new client onboarding, including documentation, account setup, and coordination with internal teams.\n
- Maintain accurate and up-to-date client records in the Trust Management System (TMS), Client Relationship Management (CRM), and Electronic Document Management System (EDMS).\n
- Support Account Officers in delivering a seamless and personalized client experience.\n
- Process general transactions and account maintenance.\n
- Coordinate with Operations and Account Officers to process specified transactions, account maintenance, transfers and closing.\n
- Track and follow up on client requests to ensure timely resolution.\n
- Prepare client reports meeting materials.\n
- Schedule and organize client meetings and internal team calls.\n
- Manage incoming mail receipt, scanning, distribution, reception and other office related duties as needed.\n
- Ensure all client interactions and documentation comply with regulatory and internal standards.\n
- Assist with KYC/AML reviews, periodic account updates and audit requests.\n
- Escalate any compliance or risk concerns to the appropriate teams.\n
- Support Portfolio Managers by gathering data and preparing materials for client reviews.\n
- Communicate account activity and client cash receipts and requirements in support of trading.\n
- Work closely with cross-functional teams to ensure consistent and high-quality service delivery.\n
- Provide out-of-office coverage for team members.\n
- Participate in team meetings, training sessions, and process improvement initiatives
Requirements
- 11?2 years? of experience in financial services, client service, or administrative support.
