Boston Private Bank and Trust Jobs & Careers

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14 Boston Private Bank and Trust jobs found on Monster.

Jobs 1 to 14 of 14
Boston Private Bank and Trust San Mateo, CA
The Wealth Planning and Trust Officer will have dual responsibilitiesthe first and primary, providing planning services to Investment Management and Trust prospects and clients; and the second, taking leadership in various aspects of Trust relationships; including identifying and assisting in the opening of new business, administration, and closing of trusts as helpful and required. Roles and Resp...
Boston Private Bank and Trust Brookline, MA
The Client Service Representative position requires a high level of client interaction in providing exceptional sales and service. Client Service Representative will identify cross-sell opportunities and make appropriate referrals. Provide assistance to Office Manager for operational and compliance tasks in the day to day operations of the office. PLEASE NOTE THIS POSITION IS LOCATED IN OUR BROOKL...
Boston Private Bank and Trust Wellesley, MA
The Client Service Representative position requires a high level of client interaction in providing exceptional sales and service. Responsible for following established policies and procedures to resolve customer requests. Individuals at this level are expected to use some independence of thougt but refer more complex transactions to other experts. Client Service Representative will identify cross...
Boston Private Bank and Trust Boston, MA
Provides a variety of activities to support the processing of transactions and payments on loan accounts. Performs a variety of loan operations activities in accordance with department policies and procedures. Provides prompt and courteous service to clients and internal staff Roles and Responsibilities: Flexibility in hours required to cover client service requirements for West Coast banking offi...
Boston Private Bank and Trust Santa Monica, CA
The Commercial Loan Officer II works under direct supervision of a manager or senior staff. In client relationship management roles, the Commercial Loan Officer II will begin to assume relationship management responsibility and won?t have any key relationships. May handle matters related to transactions, but does not typically handle meetings involving key client contacts. The Commercial Loan Offi...
Boston Private Bank and Trust San Francisco, CA
The Commercial Loan Officer III works with a large degree of independence, but requires management oversight on most complicated issues/situations. The Commercial Loan Officer III may have primary responsibilities for a given client or in a given product, but will have less relevant experience and/or skill than Commercial Loan Officer III. Increasingly assumes responsibility for independently hand...
Boston Private Bank and Trust Boston, MA
This position will encompass all phases of teller operations. The Client Service Administrator will be responsible for providing superior client service and professional assistance to our clients, prospective clients and associates and for identifying cross-selling and referral opportunities as appropriate. Roles and Responsibilities: Sales & Service ?Process client transactions and respond to pro...
Boston Private Bank and Trust Boston, MA
The Commercial Loan Officer III works with a large degree of independence, but requires management oversight on most complicated issues/situations. The Commercial Loan Officer III may have primary responsibilities for a given client or in a given product, but will have less relevant experience and/or skill than Commercial Loan Officer III. Increasingly assumes responsibility for independently hand...
Boston Private Bank and Trust Santa Monica, CA
Position Summary: The incumbent is responsible for assisting the assigned Sales Professional(s) in pre and post-sales operations. He/she provides administrative support in an efficient and well-organized manner in the areas of marketing, prospecting, and opening new business via IM&T processes. Roles and Responsibilities: ? Initiate new account openings. ? Maintain and update files for new prospec...
Boston Private Bank and Trust Encino, CA
Position Summary: Position is responsible for the supervision of multiple banking offices. Primary responsibility will be working closely with the individual managers toward the attainment of established goals. Implement strategies to develop strong business partnerships within the company. Promote the BPB culture of initiative - teamwork and execution at every internal interaction. Direct the gen...
Boston Private Bank and Trust Boston, MA
The Organizational Development & Employee Communications Specialist's primary responsibility is to oversee the organizational development and employee communications initiatives for the Company with responsibilities for overall strategy, program/content development, delivery and implementation. Serves in an advisory capacity to the HR team, senior leaders and managers across the organization, incl...
Boston Private Bank and Trust Boston, MA
This is a split role that combines the role of a junior trader and secondarily plays a support role for our portfolio management team. The primary responsibility (60% of time) is to support the Head Equity Trader by helping to execute portfolio trades, manage commission schedules, and provide backup support for times when the Head Equity Trader is unavailable. . Secondarily (40% of time), the role...
Boston Private Bank and Trust Boston, MA
The Portfolio Manager II is responsible for managing and owning client relationships. This entails effectively managing the portfolios in each client account, providing timely and meaningful feedback and assuring the client requests and questions are appropriately addressed. In addition, portfolio managers have assigned research and investment team responsibilities and will be expected to make rec...
Boston Private Bank and Trust Westlake Village, CA
The Residential Loan Officer is responsible for originating new residential financing transactions for the Bank?s Portfolio and to sell to Secondary Market Investors. Loan Officer is responsible for identifying and referring cross-selling opportunities to Deposit Management, Commercial Lending and Investment Management to create strategic relationships. Roles and Responsibilities: *Meet or exceed...
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