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Private Banking Portfolio Specialist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-13
Listing for:
Retail Region 2 Administration
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Private Banking, Banking Operations
Job Description & How to Apply Below
Cambridge Trust - A Division of Eastern Bank is seeking a Private Banking Portfolio Administrator to support relationship management and client servicing for assigned portfolios in a fast-paced setting.
You will handle client communication, documentation, and meeting materials, while coordinating with onboarding, servicing, and compliance teams. A Bachelor’s degree is preferred, with 3+ years of related experience and strong Salesforce familiarity.
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