gka.fa.us1.oraclecloud.com
Private Banking Portfolio Administrator
Boston, MA, United States
Sponsorship not specifiedDetected 23 days ago
SalesforceBusiness DevelopmentCommunicationCollaboration
About the role
- Participates in the overall relationship management of key clients handling communication, servicing, documentation, client meeting preparation, and general oversight of the portfolio.
Responsibilities
- Provides client and administrative support to a business development officer/s with a focus on client service, operational excellence and the advancement of divisional strategy.
- Supports other administrative functions including sales and referral management, compliance and regulatory reporting/documentation, Salesforce management, events and client nurture activities.
- Interfaces regularly with the Onboarding & Servicing team in the support of assigned clients.
- May require specialized training to support certain verticals- Escrow, Captive Insurance- including collaboration with legal partners on complex and specialized transactions.
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