Boston Private Bank & Trust Company

  • Operations Specialist

    Job Locations US-CA-San Francisco
    Posted Date 2 weeks ago(12/31/2018 11:55 AM)
    Job ID
    2018-1946
    # of Openings
    1
    Category
    Client Service
  • Overview

    Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. 

    Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.

     

    The Operations Specialist is responsible for supporting client relationship activities and providing day-to-day ongoing operational support for the Wealth Management division of Boston Private. The Wealth Management business is an SEC Registered Investment Adviser providing comprehensive wealth management and investment advisory services to high-net worth individuals, families, foundations, and institutions.

     

     

    Responsibilities

     

    • Follow established procedures to ensure proper account opening, cash processing and account maintenance requests as assigned
    • Provide account information to client advisors and maintain tracking records within the CRM system
    • Interface with custodial partners to ensure accurate and timely processing of tasks as needed
    • Monitor and communicate custodial alerts to include cash disbursement issues, account issues that require attention, etc.
    • Cost basis research and updates to ensure accuracy in support of the investment process
    • Proactively resolve client facing staff’s operational issues and concerns
    • Take and process client instructions as provided by client facing staff
    • Utilize software and programs necessary for execution of job duties; maintain up-to-date knowledge and adhere to all operational procedures
    • Clerical duties such as mailing, scanning, processing forms and filing; creation of spreadsheets and tracking documentation
    • Compliance with all industry rules and regulations and firm policies
    • Other duties as assigned

    Qualifications

    • Bachelor’s degree preferred; or equivalent work experience
    • 0-3 years’ relevant experience in banking, investment management or operations
    • Strong computer skills and experience with software products such as Microsoft Office. Experience with custodial accounting platforms and CRM systems are a plus.
    • Proven problem solving ability exemplified by strong interpersonal and organizational skills.

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